Jared H. Kizer
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jared Hardin Kizer was a registered financial professional .
Jared is a previously registered financial professional and started their career in finance in 2003. Jared had worked at 5 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 1, 2024 - December 31, 2025
FOCUS PARTNERS WEALTH, LLC
May 18, 2010 - July 1, 2024
BUCKINGHAM STRATEGIC WEALTH, LLC
May 18, 2010 - July 1, 2024
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
April 11, 2008 - May 5, 2010
NISA INVESTMENT ADVISORS, LLC
March 19, 2007 - March 19, 2008
BUCKINGHAM STRATEGIC WEALTH, LLC
March 7, 2003 - March 20, 2007
BUCKINGHAM ASSET MANAGEMENT INC
Primary Firm SEC Registration

FOCUS PARTNERS WEALTH, LLC
CRD#: 159289 / SEC#: 801-72862
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm

FOCUS PARTNERS WEALTH, LLC
CRD#: 159289 / SEC#: 801-72862
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 220,585 |
| AUM (Assets Under Management) | $ 181,862,000,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2026 | ||
| 12/20/2024 | ||
| 07/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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