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Jonathan Jay Derby

Focus Partners Wealth, LLC

Newton, MA

CRD 1542458

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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:

Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-09-22
  • MA RA
    APPROVED
    Since 2022-09-22

Branch Locations

7 Wells Avenue, Newton, MA 02459 • 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
Derby And Company Inc Newton MA 07/1992 12/2021
The Colony Group, Llc Boston MA 12/2021 Present
  • 07/1992 → 12/2021
    Derby And Company Inc
    Newton, MA
  • 12/2021 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2002-10-24 → 2021-12-31
    Derby And Company Inc
    Newton, MA
Other Names
  • Jon Derby

View on SEC IAPD

Nearby Firms

MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
AKMAZO CAPITAL MANAGEMENT CO., LLC

Nearby Investors

RACHEL MERI ZIBRAK
MARK ALAN DERBY
TODD CRAIG SILVERMAN

Nearby Offices

FOCUS PARTNERS WEALTH, LLC · Newton, MA
MML INVESTORS SERVICES, LLC · Newton, MA
COMMONWEALTH FINANCIAL NETWORK · Newton, MA

More in Newton, MA

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