Jeffrey G Darien
Investment adviser representative at Focus Partners Wealth, LLC
14 yearsExperience
4 statesRegistered in
$181.9BFirm assets
14 yearsFirm in business
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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
14 years in the industry.
- Focus Partners Wealth, LLCJul 2025 to now
- Churchill Management GroupFeb 2021 to now
- Oppenheimer & Co. Inc.May 2019 to Jan 2021
- Bank of America, N.A.Oct 2017 to May 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2017 to May 2019
- Mach FiveOct 2015 to Sep 2017
- Charles Schwab & Co., Inc.Dec 2012 to Sep 2017
- Charles Schwab BankDec 2012 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1992
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 4 states (CT, MA, NJ, NY).
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
- 1946967
- Firm CRD
- 159289