Jon Michael Ekoniak

Current Employers

Focus Partners Wealth, Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-07-01

CA RA
APPROVED

Since 2025-07-01

Branch Locations

1550 El Camino Real Suite 100, Menlo Park, CA 94025 • 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

Organization	City	State	From	To
Charles Schwab & Co.	Lone Tree	CO	05/2015	08/2017
Jon Ekoniak Consultancy	Greenwood Village	CO	09/2017	12/2017
Bordeaux Wealth Advisors	Menlo Park	CA	01/2018	07/2025
Focus Partners Wealth, Llc	Boston	MA	07/2025	Present

05/2015 → 08/2017

Charles Schwab & Co.

Lone Tree, CO
09/2017 → 12/2017

Jon Ekoniak Consultancy

Greenwood Village, CO
01/2018 → 07/2025

Bordeaux Wealth Advisors

Menlo Park, CA
07/2025 → Present

Focus Partners Wealth, Llc

Boston, MA

Previous Registrations

2018-03-22 → 2025-07-09

Bordeaux Wealth Advisors

Menlo Park, CA

Other Businesses

Rental property owner; 5741 E Orchard Drive, Greenwood Village, CO 80111;responsible for maintaining property; start 07/2019; 1% of time spent, 0 during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-03-22
S63	Uniform Securities Agent State Law Examination	1998-12-29

S65 Uniform Investment Adviser Law Examination

2018-03-22
S63 Uniform Securities Agent State Law Examination

1998-12-29

Designations

View on SEC IAPD