John Thomas Lothery
Investment adviser representative at Focus Partners Wealth, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Focus Partners Wealth, LLCSep 2026 to now
- UnemployedNov 2025 to Sep 2026
- Osaic Wealth, Inc.Jun 2020 to Oct 2025
- Journey Financial GroupFeb 2020 to Oct 2025
- Royal AllianceFeb 2020 to Jun 2020
- UnemployedJan 2020 to Feb 2020
- Mcconn Coffee CompanyJan 2019 to Dec 2019
- State FarmMay 2017 to Aug 2018
- Indiana Wesleyan UniversitySep 2016 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7227340
- Firm CRD
- 159289