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President · Focus Advisor Solutions, LLC

Jonathan J. Scheid

CRD 3150147 · Named on Form ADV at 2 SEC-registered advisers

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 Jonathan J. Scheid on its Form ADV as President, a control person. The SEC filings also name Jonathan at 1 other registered adviser.

Firms and roles

AtlasMembers

Jonathan’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 each firm
2 firmsLocked
Control-person status
1 firmLocked
When each role began
Locked
Each firm’s assets and growth
Locked
Search and export owners by title, state and firm size
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2007 (18 years)
Designations
None on file
Exams
Series 63
Registered in
1 state
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Jonathan’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
3 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (10)

  • Adam L. BirenbaumChief Executive Officer, Focus Advisor Solutions, LLC
  • Jeffery A. YorgHead of Legal and Chief Compliance Officer, Focus Partners Advisor Solutions and SA Funds, 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

5 more people named with Jonathan on the same filings, with titles and firms. Free in Atlas with a free account.

See all 10 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.