Jonathan Scheid, CFA, AIF® — Head of Network Partnerships · Focus Financial Partners

Jonathan Scheid, CFA, AIF® — Head of Network Partnerships · Focus Financial Partners · San Jose, California, United States.

Direct contact

No direct contact on file for Jonathan yet.

Experience

Head of Network PartnershipsCurrent
Focus Financial Partners
Apr 2026 – Present
President
Focus Advisor Solutions · San Francisco Bay Area
Oct 2023 – Present
Focus Partners Advisor Solutions is a comprehensive wealth management platform that delivers practice support and management services created to free up an advisor's workday so they can spend more time helping clients achieve their dreams of financial prosperity. Focus Partners Advisor Solutions is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Advisor Solutions is also available on the SEC's website at www.adviserinfo.sec.gov. What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice. Buckingham Strategic Partners rebranded to Focus Partners Advisor Solutions in January 2025.

Education

Santa Clara University — BSC, Business with Finance Emphasis, Minor in Computer Engineering · 1994 – 1998

Skills

InvestmentsPortfolio ManagementInvestment ManagementETFsMutual FundsAsset AllocationManagementInvestment Advisory