Jordan L Hatfield

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

• 04/2018 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 02/2009 → 04/2018
  Moneta Group Investment Advisors, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2020-10-02 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  St Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-16