Inactive

Lexi Jade Kovitz

Focus Partners Wealth, LLC

CRD 8288457

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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

Authority	Category	Status	Date
IL	RA	APPROVED	2026-08-06

IL RA
APPROVED

Since 2026-08-06

Branch Locations

10 S Wacker Dr Suite 2600, Chicago, IL 60606 • 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

Organization	City	State	From	To
Student	Highland Park	IL	08/2014	05/2018
Unemployed	Highland Park	IL	05/2018	08/2018
Student	Urbana Champaign	IL	08/2018	05/2022
Jmg Financial Group	Downers Grove	IL	07/2022	10/2024
Kovitz Investment Group Partners, Llc	Chicago	IL	11/2024	01/2026
Focus Partners Wealth, Llc	St. Louis	MO	01/2026	Present

08/2014 → 05/2018

Student

Highland Park, IL
05/2018 → 08/2018

Unemployed

Highland Park, IL
08/2018 → 05/2022

Student

Urbana Champaign, IL
07/2022 → 10/2024

Jmg Financial Group

Downers Grove, IL
11/2024 → 01/2026

Kovitz Investment Group Partners, Llc

Chicago, IL
01/2026 → Present

Focus Partners Wealth, Llc

St. Louis, MO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-08-06

S65 Uniform Investment Adviser Law Examination

2026-08-06

View on SEC IAPD

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