Head of Legal and Chief Compliance Officer, Focus Partners Advisor Solutions and SA Funds · Focus Advisor Solutions, LLC
Jeffery A. Yorg
CRD 5043088 · Named on Form ADV at one SEC-registered adviser
At a glance
Focus Advisor Solutions, LLC, an SEC-registered wealth manager based in St. Louis, MO with $41.5 billion in regulatory assets, lists Jeffery A. Yorg on its Form ADV as Head of Legal and Chief Compliance Officer, Focus Partners Advisor Solutions and SA Funds, a control person.
Firms and roles
- Focus Advisor Solutions, LLCHead of Legal and Chief Compliance Officer, Focus Partners Advisor Solutions and SA FundsWealth manager · St. Louis, MO · $41B in regulatory assets
AtlasMembers
Jeffery’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (7)
- Adam L. BirenbaumChief Executive Officer, Focus Advisor Solutions, LLC
- Kevin A. GroganChief Investment Officer of Systematic Strategies, Focus Advisor Solutions, LLC
- Howard H. LeeManaging Director, Focus Advisor Solutions, LLC
- Gina K. BradleyChief Operating Officer, Focus Advisor Solutions, LLC
- Jonathan J. ScheidPresident, Focus Advisor Solutions, LLC
2 more people named with Jeffery on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffery’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.