Matthew D. Lankford
Investment adviser representative at Focus Partners Wealth, LLC
11 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
11 years in the industry.
- Focus Partners Wealth, LLCJul 2025 to now
- J.P. Morgan Securities LLCApr 2024 to Jul 2025
- JPMorgan Chase Bank, N.A.Apr 2024 to Jul 2025
- Navy Federal Investment Services, LLCFeb 2023 to Apr 2024
- Edward JonesJun 2021 to Feb 2023
- New York Life Insurance CoNov 2020 to Jun 2021
- CenterraOct 2019 to Nov 2020
- Nautilus AquaticsJun 2019 to Nov 2020
- UnemployedMay 2019 to May 2019
- Central Intelligence AgencyJan 2015 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7314023
- Firm CRD
- 159289