Andrew Michael Derenzi

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

• 07/2014 → 08/2017
  Oppenheimer
  New York, NY
• 08/2017 → 03/2026
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 08/2017 → 03/2026
  Jpmorgan Securities, Llc
  New York, NY
• 03/2026 → Present
  Focus Partners Wealth, Llc
  Saint Louis, MO

Previous Registrations

• 2017-08-29 → 2026-03-08
  J.P. Morgan Securities Llc
  New York, NY
  Westport, CT
• 2016-04-04 → 2017-08-18
  Oppenheimer & Co. Inc.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2016-04-01
• S63 Uniform Securities Agent State Law Examination
  2015-10-12