Jamie Lynn Slaughter
Investment adviser representative at Focus Partners Wealth, LLC
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$181.9BFirm assets
Are you Jamie Lynn Slaughter? Claim your profile
Contact this firm
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
13 years in the industry.
- Focus Partners Wealth, LLCJul 2024 to now
- The Colony Group, LLCJul 2024 to now
- Buckingham Strategic Wealth, LLCMar 2021 to now
- Ellerbrock-norris Wealth Strategies LLCJun 2019 to Feb 2021
- Buckingham Asset Management, LLC.Apr 2018 to Jun 2019
- Buckingham Strategic WealthApr 2018 to Jun 2019
- Strasbaugh Financial Advisory, Inc.Nov 2013 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 3 states (CO, NE, 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
- 6271765
- Firm CRD
- 159289