Eunji Kwon
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, LLCJan 2026 to now
- Kovitz Investment Group Partners, LLCNov 2024 to now
- Fort Pitt Capital Group LLCJan 2024 to Oct 2024
- Citizens Bank, N/aOct 2022 to Dec 2023
- Citizens Securities, IncJan 2022 to Dec 2023
- Citizens Bank, N.AJan 2022 to Oct 2022
- J.P. Morgan Securities LLCApr 2021 to Jan 2022
- JPMorgan Chase Bank, N.A.Apr 2021 to Jan 2022
- Pruco Securities, LLCAug 2020 to Apr 2021
- The Prudential Insurance Company of AmericaAug 2020 to Apr 2021
- Novacare Select MedicalMay 2020 to Aug 2020
- AXA Equitable AdvisorsMar 2020 to May 2020
- UnemployedJan 2020 to Mar 2020
- Expii, Inc.Sep 2018 to Jan 2020
- Kulicke and Soffa Industries, Inc.Jun 2018 to Aug 2018
- UnemployedAug 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7319764
- Firm CRD
- 159289