Jonathan Scheid is a registered investment advisor, based in San Jose, CA, with 22 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
San Jose, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is the President of Focus Partners Advisor Solutions, LLC, dedicating full-time hours to investment management. He also serves as President, CEO, and Trustee of SA Funds Investment Trust, and is a shareholder and direct owner of Buckingham Strategic Wealth and Bellatore Financial, Inc., respectively, but spends no time on these latter two roles.
Employment History
Current Registrations
Foreside Financial Services, LLCBroker
Focus Advisor Solutions, LLC
Previous Registrations
Lwi Financial INC.
Bellatore Financial, INC.
Bellatore Financial, INC.
Bellatore Securities, INC.Broker
Loring Ward Securities INC.Broker
State Registrations51 states
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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