Jeffrey Cannon Freeberg
Investment adviser representative at Focus Partners Wealth, LLC
12 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
12 years in the industry.
- Focus Partners Wealth, LLCApr 2025 to now
- Midwest Capital Advisors, LLCJul 2021 to Apr 2025
- Sagepoint Financial, Inc.Dec 2020 to Jun 2021
- Peacehaven Advisory GroupAug 2020 to Dec 2020
- Action InstituteApr 2019 to Aug 2020
- Gallo Sales CompanyJul 2018 to Mar 2019
- Hillsdale CollegeAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7285094
- Firm CRD
- 159289