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Allison Jolley

Focus Partners Wealth, LLC

Atlanta, GA

St. Louis, MO

CRD 5492214

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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 2026-08-04
  • GA RA
    APPROVED
    Since 2026-08-04

Branch Locations

3535 Piedmont Rd Ne Building 14, 5Th Floor, Atlanta, GA 30305 • 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
Edward Jones Dacula GA 04/2023 06/2026
Unemployed Mcdonough GA 04/2022 04/2023
Teaching With Animals Stockbridge GA 04/2018 05/2022
Mcdonough First United Methodist Church Mcdonough, GA 01/2009 01/2020
Focus Partners Wealth, Llc St. Louis MO 06/2026 Present
  • 04/2023 → 06/2026
    Edward Jones
    Dacula, GA
  • 04/2022 → 04/2023
    Unemployed
    Mcdonough, GA
  • 04/2018 → 05/2022
    Teaching With Animals
    Stockbridge, GA
  • 01/2009 → 01/2020
    Mcdonough First United Methodist Church
    Mcdonough,, GA
  • 06/2026 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-23
  • S65 Uniform Investment Adviser Law Examination
    2026-07-23
Other Names
  • Allison Myrick Jolley

View on SEC IAPD

Nearby Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC

Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

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