John Nicholas Mccormick

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

• 07/2017 → 10/2020
  Interocean Capital, Llc
  Chicago, IL
• 10/2020 → 12/2023
  Interocean Capital Group, Llc
  Chicago, IL
• 01/2024 → Present
  Interocean Capital Group, Llc
  Chicago, IL
• 08/2013 → 06/2017
  Colorado College
  Colorado Springs, CO
• 05/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2024-03-18 → 2024-07-30
  Interocean Capital
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-02

Other Names

• Jack N Mccormick