Jennie Margaret mead Wilber
Investment adviser representative at Focus Partners Wealth, LLC
13 yearsExperience
3 statesRegistered 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, LLCJan 2025 to now
- The Colony Group, LLCNov 2024 to Jan 2025
- Gyl Financial SynergiesApr 2023 to Nov 2024
- Hotaling Investment ManagementNov 2019 to Mar 2023
- TargetOct 2017 to Oct 2019
- Hamilton CollegeAug 2017 to Aug 2022
- Unemployment PeriodMay 2017 to Oct 2017
- Hamilton CollegeAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (CT, PA, TX).
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
- 7806301
- Firm CRD
- 159289