JW
JW

John Weeks

18 Years of Experience
St. Louis, MO

John Weeks is a registered investment advisor at Focus Partners Wealth, LLC, based in St. Louis, MO, with 18 years of industry experience. John 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1011 advisors
Number of Clients
62,466 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$181.9B

Fee Structure

Minimum Annual Fee:$5,000

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.

Loading...

Location

190 Carondelet Plaza, Suite 600, St. Louis, MO, 63105

Get directions

History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Employment History
Current Registrations
Focus Partners Wealth, LLC
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Harvest Capital Management INC
June 2011 - November 2019 · 8 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - April 2011 · 1 yr 6 mos
Banc of America Investment Services, INC.
January 2007 - October 2009 · 2 yrs 9 mos
State Registrations1 state
NH
Advisor

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
No exam information available for this advisor.