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Inactive

Evan Jeffrey Ferry

Focus Partners Wealth, LLC

Northbrook, IL

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-01-11
  • IL RA
    APPROVED
    Since 2026-01-11

Branch Locations

1033 Skokie Blvd. Suite 470, Northbrook, IL 60062 • 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
Relative Value Partners, Llc Northbrook IL 11/2023 08/2024
Burning Tree Golf Club Macomb MI 03/2018 08/2019
University Of Michigan Ann Arbor MI 08/2019 05/2023
Franklin Hills Country Club Franklin MI 06/2023 10/2023
Franklin Hills Country Club Franklin MI 06/2014 03/2018
Kovitz Investment Group Partners, Llc Deerfield IL 08/2024 Present
Focus Partners Wealth, Llc St. Louis MO 01/2026 Present
  • 11/2023 → 08/2024
    Relative Value Partners, Llc
    Northbrook, IL
  • 03/2018 → 08/2019
    Burning Tree Golf Club
    Macomb, MI
  • 08/2019 → 05/2023
    University Of Michigan
    Ann Arbor, MI
  • 06/2023 → 10/2023
    Franklin Hills Country Club
    Franklin, MI
  • 06/2014 → 03/2018
    Franklin Hills Country Club
    Franklin, MI
  • 08/2024 → Present
    Kovitz Investment Group Partners, Llc
    Deerfield, IL
  • 01/2026 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-01
  • S65 Uniform Investment Adviser Law Examination
    2024-08-01

View on SEC IAPD

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Other Investors

KEVIN J TAALMAN
BRIAN ADAM ROSEN
MATTHEW S MEYER
YAKOV MOSHE BAYLIS
WENDY FELICIA JACOBSON-ROSEN
WALTER WALEED COSMO
Charles Louis Rosen
JAY MICHAEL RUBINSTEIN

Other Offices

ALLSTATE FINANCIAL ADVISORS, LLC · Northbrook, IL
RITHOLTZ WEALTH MANAGEMENT · Northbrook, IL
SHARP CIRCLE CONSULTING, LLC · NORTHBROOK, IL
DDS INVESTMENT MANAGEMENT, INC. · NORTHBROOK, IL
LPL ENTERPRISE, LLC · NORTHBROOK, IL
SHARP CIRCLE CONSULTING, LLC · NORTHBROOK, IL
OSAIC WEALTH, INC. · NORTHBROOK, IL
E. A. HORWITZ LLC · DEERFIELD, IL

More in Northbrook, IL

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