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John Asher Hannah

Focus Partners Wealth, LLC

Atlanta, GA

CRD 7521311

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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
GA RA APPROVED 2024-08-22
  • GA RA
    APPROVED
    Since 2024-08-22

Branch Locations

3535 Piedmont Road Ne Bldg. 14-500, Atlanta, GA 30305 • 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
Gratus Capital, Llc Atlanta GA 02/2022 07/2024
Wells Fargo Atlanta GA 04/2018 02/2022
Fidelity Bank Atlanta GA 04/2017 04/2018
Us Trust Atlanta GA 06/2014 04/2017
Focus Partners Wealth, Llc Clayton MO 08/2024 Present
  • 02/2022 → 07/2024
    Gratus Capital, Llc
    Atlanta, GA
  • 04/2018 → 02/2022
    Wells Fargo
    Atlanta, GA
  • 04/2017 → 04/2018
    Fidelity Bank
    Atlanta, GA
  • 06/2014 → 04/2017
    Us Trust
    Atlanta, GA
  • 08/2024 → Present
    Clayton, MO
Previous Registrations
  • 2022-05-09 → 2024-12-02
    Gratus Capital, Llc
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-25
  • S65 Uniform Investment Adviser Law Examination
    2022-04-25

View on SEC IAPD

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