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Jonathan Scheid

22 Years of Experience
Broker

Jonathan Scheid is a registered investment advisor, based in St. Louis, MO, with 22 years of industry experience.

Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

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
May 2024 - Present · 1 yr 11 mos
Focus Partners Advisor Solutions, LLC
December 2018 - Present · 7 yrs 4 mos
Previous Registrations
Lwi Financial INC.
July 2018 - December 2018 · 5 mos
Bellatore Financial, INC.
March 2012 - June 2018 · 6 yrs 3 mos
Bellatore Financial, INC.
December 2007 - September 2009 · 1 yr 9 mos
Bellatore Securities, INC.Broker
October 2007 - September 2009 · 1 yr 11 mos
Loring Ward Securities INC.Broker
November 1999 - May 2006 · 6 yrs 6 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jonathan Scheid - Financial Advisor | TrueAdvisor