Jed Brody is a CFP, ChFC-designated registered investment advisor at Focus Partners Wealth, LLC, based in Scottsdale, AZ, with 34 years of industry experience. Jed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
Location
16100 N 71st Street, Suite 190, Scottsdale, AZ, 85254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jed is a Hebrew School teacher at Ortzion Synagogue and an Assignment Ready Counselor for Magellan Federal, providing financial counseling for military personnel. Both activities are not investment-related and require minimal time commitment.
Employment History
Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Sonora Investment Management
Athene Securities, LLCBroker
Griffin Capital Securities, LLCBroker
Equity Services, INC.Broker
Hartford Equity Sales Company INC.Broker
Phoenix Equity Planning CorporationBroker
Linsco/private Ledger CORP.Broker
Guardian Investor Services CorporationBroker
Green Hill Financial Service CorporationBroker
State Registrations1 state
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