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JS

Jonathan Joseph Scheid

AIF®

FOCUS ADVISOR SOLUTIONS

San Jose, CA

·CRD# 3150147·27 years experience

About Jonathan

Disclosures

Contact

Videos & Posts

Professional Background

Firm Detail

Other Business Activities

More

Professional Summary

Jonathan Joseph Scheid, AIF®, who also goes by Jonathan Scheid, is a registered financial advisor currently at FOCUS ADVISOR SOLUTIONS, LLC located in San Jose, California and FORESIDE FINANCIAL SERVICES, LLC located in Clayton, Missouri. Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jonathan has worked at 6 firms and has passed the Series 63, Series 7TO, Series 7 and Series 24...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jonathan Scheid

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

AIF®

Accredited Investment Fiduciary

Years of Experience

27 years in the financial services industry

Current & Past Employments

Current

FOCUS ADVISOR SOLUTIONS, LLCCurrent·CRD# 143319

RIA

San Jose, CA

December 13, 2018 - Present

FORESIDE FINANCIAL SERVICES, LLCCurrent·CRD# 148477

BD

1. 190 Carondelet Plaza Suite 600, Clayton, MO 631052. San Jose, CA

May 2, 2024 - Present

Past

LWI FINANCIAL INC.Past·CRD# 111861

RIA

San Jose, CA

July 16, 2018 - December 13, 2018

BELLATORE FINANCIAL, INC.Past·CRD# 143543

RIA

San Jose, CA

March 30, 2012 - June 28, 2018

BELLATORE FINANCIAL, INC.Past·CRD# 143543

RIA

San Jose, CA

December 12, 2007 - September 18, 2009

CLARKESON RESEARCH INC.Past·CRD# 143868

BD

San Jose, CA

October 4, 2007 - September 18, 2009

LORING WARD SECURITIES INC.Past·CRD# 46337

BD

San Jose, CA

November 19, 1999 - May 26, 2006

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Current Firm

FA

FOCUS ADVISOR SOLUTIONS, LLC

BAM ADVISOR SERVICES, LLC | WEATHERSTONE CAPITAL MANAGEMENT | LORING WARD | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | FOCUS ADVISOR SOLUTIONS, LLC | CHARLESTON INVESTMENT ADVISORS | BUCKINGHAM STRATEGIC PARTNERS, LLC

CRD#: 143319 / SEC#: 801-67641

RIA

Registered Investment Advisory firm - SEC (2/1/2007 Approved)

Contact Information

Main Address

190 Carondelet Plaza Suite 600, St. Louis, MO 63105

Phone Number

(314) 725-0455

# of Employees

309

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FOCUS PARTNERS ADVISOR SOLUTIONS PART 2B (8/5/2026)

FOCUS PARTNERS ADVISOR SOLUTIONS PART 2A (8/5/2026)

WEATHERSTONE/FOCUS PARTNERS ADVISOR SOLUTIONS PART 2A (8/5/2026)

Regulatory Assets Under Management

Total Number of Accounts

91,359

AUM (Assets Under Management)

$41,483,880,621

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Focus Advisor Solutions, LLC; Investment Related; Clayton, MO; Investment Management; President; Management and leadership, oversee Advisor Relations team, responsible for budgetary planning and growth goals; Start 10/2023; 160 hours per month; 130 hours during securities trading hours 2) SA Funds Investment Trust; Investment Related; St. Louis, MO; Mutual Fund; President, CEO and Trustee; Start 06/2023; 2 hours per month; 2 hours during securities trading hours 3) Buckingham Strategic Wealth; Investment Related; St. Louis, MO; Financial Planning; Shareholder; Start 01/01/2021; 0 hours per month; 0 during trading hours 4) Bellatore Financial, Inc.; Investment Related; Pleasant Hill, CA; Turnkey Asset Manager; Direct Owner; Start 01/2010; 0 hours per month, 0 during trading hours 5) Focus Financial Partners, LLC; Not Investment Related; New York, NY; Financial Services; Head of Network Partnerships; 5/1/2026; 40 hours per month, 0 during trading hours; Leads Partnership Strategy Team that supports Focus Financial Partners partner firms.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FA

FOCUS ADVISOR SOLUTIONS, LLC

BAM ADVISOR SERVICES, LLC | WEATHERSTONE CAPITAL MANAGEMENT | LORING WARD | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | FOCUS ADVISOR SOLUTIONS, LLC | CHARLESTON INVESTMENT ADVISORS | BUCKINGHAM STRATEGIC PARTNERS, LLC

CRD#: 143319 / SEC#: 801-67641

RIA

Registered Investment Advisory firm - SEC (2/1/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(7/2/2024)

RR

Alaska
(7/2/2024)

RR

Arizona
(7/2/2024)

RR

Arkansas
(7/2/2024)

IAR

California
(12/13/2018)

RR

California
(7/2/2024)

RR

Colorado
(7/2/2024)

RR

Connecticut
(7/2/2024)

RR

Delaware
(7/2/2024)

RR

District of Columbia
(7/2/2024)

RR

Florida
(7/2/2024)

RR

Georgia
(7/2/2024)

RR

Hawaii
(7/2/2024)

RR

Idaho
(7/2/2024)

RR

Illinois
(7/2/2024)

RR

Indiana
(7/2/2024)

RR

Iowa
(7/2/2024)

RR

Kansas
(7/2/2024)

RR

Kentucky
(7/2/2024)

RR

Louisiana
(7/2/2024)

RR

Maine
(7/2/2024)

RR

Maryland
(7/2/2024)

RR

Massachusetts
(7/2/2024)

RR

Michigan
(7/2/2024)

RR

Minnesota
(7/2/2024)

RR

Mississippi
(7/2/2024)

RR

Missouri
(7/2/2024)

RR

Montana
(7/2/2024)

RR

Nebraska
(7/2/2024)

RR

Nevada
(7/2/2024)

RR

New Hampshire
(7/2/2024)

RR

New Jersey
(7/2/2024)

RR

New Mexico
(7/2/2024)

RR

New York
(7/2/2024)

RR

North Carolina
(7/2/2024)

RR

North Dakota
(7/2/2024)

RR

Ohio
(7/2/2024)

RR

Oklahoma
(7/2/2024)

RR

Oregon
(7/2/2024)

RR

Pennsylvania
(7/2/2024)

RR

Rhode Island
(7/2/2024)

RR

South Carolina
(7/2/2024)

RR

South Dakota
(7/2/2024)

RR

Tennessee
(7/2/2024)

RR

Texas
(7/2/2024)

RR

Utah
(7/2/2024)

RR

Vermont
(7/2/2024)

RR

Virginia
(7/2/2024)

RR

Washington
(7/2/2024)

RR

West Virginia
(7/2/2024)

RR

Wisconsin
(7/2/2024)

RR

Wyoming
(7/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2024About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed May 2024About the Series 7TO exam

Series 7 — General Securities Representative Examination

Passed Jan 1999About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed May 2024About the Series 24 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Joseph Scheid's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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