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Jack Garret Moore

Focus Partners Wealth, LLC

Ridgeland, MS

St. Louis, MO

CRD 7629033

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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
MS RA APPROVED 2024-07-01
  • MS RA
    APPROVED
    Since 2024-07-01

Branch Locations

661 Sunnybrook Road Suite 330, Ridgeland, MS 39157 • 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
Buckingham Strategic Wealth, Llc Clayton MO 05/2023 Present
Watkins, Ward, And Stafford West Point MS 01/2023 04/2023
Northwestern Mutual Ridgeland MS 09/2022 12/2022
Watkins, Ward, And Stafford West Point MS 12/2021 09/2022
Smart Scapes Flora MS 05/2021 08/2021
Mississippi State University Starkville MS 08/2019 12/2022
Northwest Rankin High School Brandon MS 08/2016 05/2019
The Colony Group, Llc Boston MA 07/2024 Present
  • 05/2023 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 01/2023 → 04/2023
    Watkins, Ward, And Stafford
    West Point, MS
  • 09/2022 → 12/2022
    Northwestern Mutual
    Ridgeland, MS
  • 12/2021 → 09/2022
    Watkins, Ward, And Stafford
    West Point, MS
  • 05/2021 → 08/2021
    Smart Scapes
    Flora, MS
  • 08/2019 → 12/2022
    Mississippi State University
    Starkville, MS
  • 08/2016 → 05/2019
    Northwest Rankin High School
    Brandon, MS
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2023-07-10 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    Ridgeland, MS
    St Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-10
  • S65 Uniform Investment Adviser Law Examination
    2023-07-10

View on SEC IAPD

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