Jared Anthony Espinoza

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

• 08/2015 → 06/2019
  Eagle Valley High School
  Gypsum, CO
• 08/2019 → 05/2023
  University Of Colorado Boulder
  Boulder, CO
• 03/2017 → 07/2020
  Color Coffee Roasters
  Eagle, CO
• 07/2016 → 11/2017
  Castle Peak Veterinary Service
  Eagle, CO
• 07/2020 → 01/2021
  Freds Plumbing And Heating
  Eagle, CO
• 11/2020 → 03/2021
  Uber Eats
  Boulder, CO
• 12/2017 → 03/2018
  Ferruco Vail Operations Corporation
  Vail, CO
• 05/2022 → 05/2023
  Fidelity Investments
  Greenwood Village, CO
• 10/2017 → 02/2018
  Freds Plumbing And Heating
  Eagle, CO
• 06/2023 → 11/2025
  Garrison Financial Group
  Littleton, CO
• 12/2023 → 07/2024
  Northwestern Mutual Investment Services Llc
  Lakewood, CO
• 08/2016 → 08/2019
  Colorado Mountain College
  Edwards, CO
• 07/2024 → 11/2025
  Raymond James Financial Services, Inc.
  Littleton, CO
• 12/2025 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO
• 04/2021 → 12/2021
  Old Oak Coffee House
  Niwot, CO

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-08-08

Designations

• Certified Financial Planner

Other Names

• Jared Anthony Espinoza
• Jared Espinoza