JS
Jonathan J. Scheid
FOCUS PARTNERS ADVISOR SOLUTIONS
San Jose, CA
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CRD#: 3150147
JS
Professional summary
Jonathan Joseph Scheid, AIF®, who also goes by Jonathan Scheid, is a registered financial advisor currently at FOCUS PARTNERS 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 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jonathan Scheid
Other business activities
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 Partners Advisor Solutions, LLC; Investment Related; Clayton, MO; Investment Management; President; 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
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Joseph Scheid's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
December 13, 2018 - Present
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
RIA
CRD#: 143319
San Jose, CA
Current
May 2, 2024 - Present
FORESIDE FINANCIAL SERVICES, LLC
Office #1: 190 Carondelet Plaza Suite 600, Clayton, MO 63105BD
CRD#: 148477
Clayton, MO
Past
July 16, 2018 - December 13, 2018
LWI FINANCIAL INC.
RIA
CRD#: 111861
SAN JOSE, CA
Past
March 30, 2012 - June 28, 2018
BELLATORE FINANCIAL, INC.
RIA
CRD#: 143543
SAN JOSE, CA
Past
December 12, 2007 - September 18, 2009
BELLATORE FINANCIAL, INC.
RIA
CRD#: 143543
SAN JOSE, CA
Past
October 4, 2007 - September 18, 2009
CLARKESON RESEARCH INC.
BD
CRD#: 143868
SAN JOSE, CA
Past
November 19, 1999 - May 26, 2006
LORING WARD SECURITIES INC.
BD
CRD#: 46337
SAN JOSE, CA
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".
FP
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
BAM ADVISOR SERVICES, LLC | LORING WARD | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | CHARLESTON INVESTMENT ADVISORS | BUCKINGHAM STRATEGIC PARTNERS, LLC
CRD#: 143319 / SEC#: 801-67641
RIA
Registered Investment Advisory firm - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
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)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/1/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FP
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
BAM ADVISOR SERVICES, LLC | LORING WARD | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | CHARLESTON INVESTMENT ADVISORS | BUCKINGHAM STRATEGIC PARTNERS, LLC
CRD#: 143319 / SEC#: 801-67641
RIA
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Contact information
Main Address
190 Carondelet Plaza Suite 600, St. Louis, MO 63105
Mailing Address
Phone number
(314) 725-0455
Established
Firm type
Fiscal year end
# of Employees
368
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 78,053 |
| AUM (Assets Under Management) | $ 32,238,330,999 |
Red Flags
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.
