Afsana Jahan
Investment adviser representative at Focus Partners Wealth, LLC
11 yearsExperience
2 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
11 years in the industry.
- Focus Partners Wealth, LLCJul 2025 to now
- Foreside Fund Services, LLCJun 2023 to Apr 2025
- Tidal Etf Services, Llc/toroso InvestmentsJan 2022 to May 2023
- Balanced Rock Investment AdvisorsMar 2019 to Nov 2021
- Boston Impact InitiativeFeb 2017 to Feb 2019
- Extended TravelJan 2017 to Jan 2017
- Brandeis UniversityAug 2015 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
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
- 7092281
- Firm CRD
- 159289