Jamshedi Umarzoda

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

• 04/2024 → Present
  Bordeaux Wealth Advisors
  Kirkland, WA
• 11/2023 → 04/2024
  Chinook Capital Advisors
  Kirkland, WA
• 04/2022 → 10/2023
  Unemployed
  Dushanbe
• 11/2018 → 03/2022
  Turning Point Strategic Advisors
  Seattle, WA
• 04/2018 → 10/2018
  Adm Capital
  Almaty
• 08/2017 → 12/2017
  1776 Venture Capital
  Washington D.C., MD
• 01/2014 → 05/2017
  Kimep University
  Almaty
• 01/2018 → 03/2018
  Unemployed
  Almaty
• 06/2017 → 07/2017
  Unemployed
  Dushanbe
• 07/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2024-06-17 → 2025-10-03
  Bordeaux Wealth Advisors
  Kirkland, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-15