Jeffrey Patrick Palleschi

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

• 08/2016 → 12/2019
  Plante Moran Financial Advisors
  Southfield, MI
• 01/2020 → 03/2021
  Baron Wealth Management, Llc
  Troy, MI
• 05/2021 → 12/2023
  Lifeplan Financial Advisory Group, Llc
  Rochester Hills, MI
• 12/2023 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2023-12-13 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  Rochester Hills, MI
  St Louis, MO
• 2021-05-12 → 2023-12-13
  Life Plan Financial Advisory Group, Llc
  Rochester Hills, MI
• 2020-01-16 → 2021-03-31
  Baron Wealth Management, Llc
  Troy, MI
• 2017-03-11 → 2019-12-16
  Plante Moran Financial Advisors
  Southfield, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-11

Designations

• Certified Financial Planner