Jennifer Marie Davis

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 11/2017
  Charles Schwab & Co.,Inc
  Orlando, FL
• 07/2015 → 06/2017
  Schwab Private Client Investment Advisory, Inc.
  Orlando, FL
• 06/2017 → 11/2017
  Charles Schwab Bank
  Orlando, FL
• 11/2017 → 07/2018
  Resource Consulting Group
  Orlando, FL
• 09/2018 → 12/2021
  Brownson, Rehmus & Foxworth, Inc.
  Chicago, IL
• 01/2022 → 08/2024
  Relative Value Partners, Llc
  Northbrook, IL
• 08/2024 → Present
  Kovitz Investment Group Partners, Llc
  Deerfield, IL
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2024-08-01 → 2026-03-20
  Northcoast Asset Management Llc
  Frisco, TX
• 2024-08-01 → 2024-12-31
  Northcoast Asset Management Llc
  Frisco, TX
• 2022-01-18 → 2024-08-14
  Relative Value Partners, Llc
  Nashotah, WI
• 2018-09-24 → 2022-01-13
  Brownson, Rehmus & Foxworth, Inc.
  Chicago, IL
• 2018-01-05 → 2018-07-27
  Resource Consulting Group
  Orlando, FL
• 2017-07-20 → 2017-11-14
  Charles Schwab & Co., Inc.
  Orlando, FL
  Orlando, FL
• 2015-08-26 → 2017-06-19
  Schwab Wealth Advisory, Inc.
  Orlando, FL
• 2013-09-23 → 2015-07-01
  Brownson, Rehmus & Foxworth, Inc.
  Chicago, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-09-25
• S65 Uniform Investment Adviser Law Examination
  2013-09-21

Designations

• Certified Financial Planner

Other Names

• Jennifer Marie Haak