Jennifer Michelle O'connor
Investment adviser representative at Focus Partners Wealth, LLC
13 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
13 years in the industry.
- Focus Partners Wealth, LLCSep 2025 to now
- Vista Finance, LLCOct 2023 to Aug 2025
- UnemployedMay 2023 to Sep 2023
- Moneta Group Investment Advisors, LLCFeb 2022 to Apr 2023
- Anderson Hoagland & Co.Apr 2021 to Jan 2022
- U.S. Bank N.A.Sep 2017 to Apr 2021
- Central Trust CompanyJan 2013 to Sep 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7363387
- Firm CRD
- 159289