Joshua David Swartz
Investment adviser representative at Focus Partners Wealth, LLC
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Focus Partners Wealth, LLCJan 2025 to now
- The Colony GroupAug 2024 to Jan 2025
- Gratus Capital, LLCAug 2018 to Jul 2024
- Jph Advisory GroupJun 2011 to Aug 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7007952
- Firm CRD
- 159289