Jeffery Alan Yorg
Investment adviser representative at Focus Advisor Solutions, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$41.5BFirm 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 assetsFixed or flat feeOther
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
12 years in the industry.
- The Colony Group, LLCJul 2024 to now
- Focus Advisor Solutions, LLCOct 2019 to now
- Buckingham Strategic PartnersOct 2019 to now
- Gurtin Fixed Income Management, LLCFeb 2014 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MO).
Focus Advisor Solutions, LLC
$41.5BAssets managed
35,101Clients
31Advisers
19 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
- 5043088
- Firm CRD
- 143319