Jeffrey Michael Mastrianna
Investment adviser representative at Focus Partners Wealth, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$181.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Focus Partners Wealth, LLCNov 2024 to now
- The Colony Group, LLCNov 2024 to now
- Gyl Financial Synergies, LLCJul 2022 to now
- Charles Schwab & Co., Inc.Jun 2010 to Jul 2022
- Charles Schwab BankJun 2010 to Jul 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1858054
- Firm CRD
- 159289