Jeffery A. Yorg

FOCUS PARTNERS ADVISOR SOLUTIONS

ST. LOUIS, MO 63105

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CRD#: 5043088

Professional summary

Jeffery Alan Yorg, CFP®, who also goes by Jeffery A Yorg, Jeff Yorg, is a registered financial advisor currently at FOCUS PARTNERS ADVISOR SOLUTIONS, LLC located in St. Louis, Missouri.

Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jeffery has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffery A Yorg | Jeff Yorg

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery Alan Yorg's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Experience

Current

October 11, 2019 - Present

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

Office #1: 190 Carondelet Plaza Suite 600, St. Louis, MO 63105

RIA

CRD#: 143319

ST. LOUIS, MO

Past

October 11, 2019 - July 1, 2024

BUCKINGHAM STRATEGIC WEALTH, LLC

RIA

CRD#: 143323

ST LOUIS, MO

Past

October 6, 2014 - October 9, 2019

GURTIN MUNICIPAL BOND MANAGEMENT

RIA

CRD#: 143597

Kirkwood, MO

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".

FOCUS PARTNERS ADVISOR SOLUTIONS, 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.

Highlighted states indicate IAR registrations

IAR

Missouri
(10/11/2019)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/15/2014

Uniform Investment Adviser Law Examination

Current Firm

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

CRD#: 143319 / SEC#: 801-67641

RIA

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

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEATHERSTONE CAPITAL MANAGEMENT (DBA FOR FOCUS PARTNERS ADVISOR SOLUTIONS) PART 2A (2/1/2026)

FOCUS PARTNERS ADVISOR SOLUTIONS PART 2A (2/1/2026)

ADV PART 2B (3/31/2025)

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.

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Jeffery A. Yorg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery Alan Yorg's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

BUCKINGHAM STRATEGIC WEALTH, LLC

GURTIN MUNICIPAL BOND MANAGEMENT

Primary Firm SEC Registration

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/15/2014

Current Firm

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

TRUST BUT VERIFY

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