Role at Focus Advisor Solutions
- Title on Schedule A
- President
- Control
- Jonathan Scheid is a control person of Focus Advisor Solutions.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Jonathan Scheid has held the filed role since October 2023.
The firm
Form ADV filed 5 August 2026
Career on record
Jonathan Scheid has been registered through Focus Advisor Solutions since December 2018, and before that through Lwi Financial Inc. and Bellatore Financial, Inc..
- Passed Series 7TO, Series 24 and Series 63 · 2024
- Focus Advisor Solutions, LLCCurrent– present · 8 yearsSan Jose, CA · Adviser representative · Firm CRD 143319
- Lwi Financial Inc.– · under a yearSan Jose, CA · Adviser representative · Firm CRD 111861
- Bellatore Financial, Inc.– · 6 yearsSan Jose, CA · Adviser representative · Firm CRD 143543
- Bellatore Financial, Inc.– · 2 yearsSan Jose, CA · Adviser representative · Firm CRD 143543
- Passed Series 7 · 1999
Registrations and exams
Jonathan Scheid has a current investment-adviser registration in California and has passed 4 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| California | Investment adviser representative | Approved | 13 December 2018 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 28 June 2024 |
| Series 24 | General Securities Principal Examination | 22 May 2024 |
| Series 7TO | General Securities Representative Examination | 1 May 2024 |
| Series 7 | General Securities Representative Examination | 12 January 1999 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Jonathan Joseph Scheid
- CRD
- 3150147
- Registration status
- Investment adviser and broker registrations
- Office
- San Jose, CA
- 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 Jonathan Scheid as president of Focus Partners Advisor Solutions. Official firm team page (filed-domain URL redirects to this page)
Common questions
Where does Jonathan Scheid work?
Jonathan Scheid has been President of Focus Advisor Solutions, LLC since October 2023, and is a control person of the firm.
Is Jonathan Scheid a financial advisor?
Yes. Jonathan Scheid has a current investment-adviser registration in California, through Focus Advisor Solutions since December 2018, as of 17 October 2026.
How many years of experience does Jonathan Scheid have?
Jonathan Scheid has worked in the financial industry for 22 years as of 17 October 2026, counted from 23 October 2003, across 3 adviser firms.
What exams has Jonathan Scheid passed?
Jonathan Scheid has passed 4 licensing exams: the Series 7, Series 7TO, Series 24 and Series 63. The earliest, the Series 7, was passed in January 1999.
Where did Jonathan Scheid work before Focus Advisor Solutions?
Before Focus Advisor Solutions, Jonathan Scheid was registered through Lwi Financial Inc., July 2018 to December 2018; Bellatore Financial, Inc., March 2012 to June 2018; Bellatore Financial, Inc., December 2007 to September 2009.
Where is Jonathan Scheid based?
Jonathan Scheid’s registered office is in San Jose, CA.
Leadership at Focus Advisor Solutions
- Adam BirenbaumChief Executive Officer
- Dhruv GuptaChief Financial Officer
- Gina BradleyChief Operating Officer
- Jeffery YorgHead of Legal and Chief Compliance Officer, Focus Partners Advisor Solutions and Sa Funds
- Kevin GroganChief Investment Officer of Systematic Strategies
- Howard LeeManaging Director
- Karla SullivanSenior VP, Segment General Counsel