Jed Brody is a CFP, ChFC-designated registered investment advisor at Focus Partners Wealth, LLC, based in Scottsdale, AZ, with 35 years of industry experience. Jed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 14 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 charges an annual fee based on a percentage of your portfolio value, generally up to 1.25%, with a minimum annual fee of $5,000. Fees are typically billed quarterly in advance and vary depending on the amount of assets managed, the scope of services, and the specific relationship history. In addition to the main management fee, certain specialized strategies carry additional charges: the Options Income Overlay and Index Income Overlay strategies charge an annual fee of 0.75% on the notional value target, and the TrendWise strategy charges an additional 0.25% per year over the standard management rate.
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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