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Jeffery Yorg

Head of Legal and Chief Compliance Officer, Focus Partners Advisor Solutions and Sa Funds at Focus Advisor Solutions

Investment adviser registrationSt. Louis, MOSEC record checked 18 October 2026

12
Years in the industry
7
Years at the firm
3
Adviser firms
1
State registrations

IAPD record retrieved 18 October 2026SEC record

Jeffery Yorg is Head of Legal and Chief Compliance Officer, Focus Partners Advisor Solutions and Sa Funds of Focus Advisor Solutions, LLC, a ST. Louis investment adviser managing $41.5B. Jeffery Yorg has been registered through Focus Advisor Solutions since 11 October 2019, has 12 years in the industry across 3 firms and has passed the Series 65.

Role at Focus Advisor Solutions

Title on Schedule A
Head of Legal and Chief Compliance Officer, Focus Partners Advisor Solutions and Sa Funds
Control
Jeffery Yorg is a control person of Focus Advisor Solutions.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jeffery Yorg has held the filed role since June 2021.

The firm

Focus Advisor Solutions, LLC
ST. Louis, MO

Form ADV filed 5 August 2026

$41.5B AUM35,101 clients46 advisers1 offices

Career on record

Jeffery Yorg has been registered through Focus Advisor Solutions since October 2019, and before that through Gurtin Municipal Bond Management.

Firms and exams, newest first
  1. Focus Advisor Solutions, LLCCurrent
    – present · 7 years
    St. Louis, MO · Adviser representative · Firm CRD 143319
  2. Buckingham Strategic Wealth, LLC
    – · 5 years
    St Louis, MO · Adviser representative · Firm CRD 143323
  3. Passed Series 65 · 2014
  4. Gurtin Municipal Bond Management
    – · 5 years
    Kirkwood, MO · Adviser representative · Firm CRD 143597

Registrations and exams

Jeffery Yorg has a current investment-adviser registration in Missouri and has passed 1 qualifying exam.

Missouri11 October 2019
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6515 October 2014
Name
Uniform Investment Adviser Law Examination

Individual record

Full name
Jeffery Alan Yorg
CRD
5043088
Firm
Focus Advisor Solutions, LLC
Registration status
Investment adviser registration
Office
190 CARONDELET PLAZA, SUITE 600, St. Louis, MO 63105
Firm bio
advisor.focuspartners.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Focus Partners lists Jeffery Yorg as head of legal and chief compliance officer; chief compliance officer of SA Funds. Official firm team page (filed-domain URL redirects to this page)

Common questions

Where does Jeffery Yorg work?

Jeffery Yorg has been Head of Legal and Chief Compliance Officer, Focus Partners Advisor Solutions and Sa Funds of Focus Advisor Solutions, LLC since June 2021, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 5 August 2026

Is Jeffery Yorg a financial advisor?

Yes. Jeffery Yorg has a current investment-adviser registration in Missouri, through Focus Advisor Solutions since October 2019, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Jeffery Yorg have?

Jeffery Yorg has worked in the financial industry for 12 years as of 18 October 2026, counted from 6 October 2014, across 3 adviser firms.

Source: IAPD individual record, checked 18 October 2026

What exams has Jeffery Yorg passed?

Jeffery Yorg passed the Series 65 in October 2014.

Source: IAPD individual record, checked 18 October 2026

Where did Jeffery Yorg work before Focus Advisor Solutions?

Before Focus Advisor Solutions, Jeffery Yorg was registered through Gurtin Municipal Bond Management, October 2014 to October 2019.

Source: IAPD individual record, checked 18 October 2026

Where is Jeffery Yorg based?

Jeffery Yorg’s registered office is in St. Louis, MO.

Source: IAPD individual record, checked 18 October 2026

Leadership at Focus Advisor Solutions

Sources

  1. IAPD individual record, CRD 5043088. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Focus Advisor Solutions, LLC, filed 5 August 2026. Title, control and ownership bands.
  3. Focus Advisor Solutions team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jeffery Yorg or Focus Advisor Solutions, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.