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Inactive

Carlee Marie Jones

Focus Partners Wealth, LLC

St. Louis, MO

Clayton, MO

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-07-01
  • MO RA
    APPROVED
    Since 2024-07-01

Branch Locations

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

8182 Maryland Avenue Ste. 500, Clayton, 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 02/2020 Present
Ymca Decatur IL 05/2019 12/2020
Syngenta Wapella IL 05/2019 08/2019
Adm Taylorville IL 06/2018 08/2018
Hammons Student Center Springfield MO 09/2015 01/2020
The Colony Group, Llc Boston MA 07/2024 Present
  • 02/2020 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 05/2019 → 12/2020
    Ymca
    Decatur, IL
  • 05/2019 → 08/2019
    Syngenta
    Wapella, IL
  • 06/2018 → 08/2018
    Adm
    Taylorville, IL
  • 09/2015 → 01/2020
    Hammons Student Center
    Springfield, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2024-02-12 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    St Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-12
  • S65 Uniform Investment Adviser Law Examination
    2024-02-12

View on SEC IAPD

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