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Jonathan Edward Lee

Focus Partners Wealth, LLC

New York, NY

St. Louis, MO

CRD 6249472

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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:

Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2016-03-07
  • MA RA
    APPROVED
    Since 2016-03-07

Branch Locations

599 Lexington Ave Suite 1730, New York, NY 10022 • United States

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Colony Group, Llc Boston MA 10/2013 07/2024
Focus Partners Wealth, Llc Boston MA 07/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-01-28
  • S65 Uniform Investment Adviser Law Examination
    2014-01-28

View on SEC IAPD

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