Advisor at Focus Partners Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Focus Partners Wealth, LLC
Location
Buena Vista, VA
Credentials
Series 65
Industry experience
< 1 year
Jacklynn Larson is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential. She has experience working at several firms including Willis Johnson & Associates, Plante Moran, Swisher and Johnson, and SKR+CO. Larson is based in Buena Vista, VA. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, private funds, and other vehicles.
Based on Focus Partners Wealth, LLC
Based on Focus Partners Wealth, LLC
Negotiable and vary from client to client based on assets, services, and other factors; no fixed tier schedule explicitly stated
Performance-based fees are charged for certain private funds managed by Focus Partners; details vary by fund and are disclosed separately
Account minimum: $5,000 Minimum fee: Typically a minimum fee of $5,000 for investment management services Fee-only: Fees based on a percentage of assets under management, generally negotiated; includes fees for financial counseling and other advisory services separate from commissions
Buena Vista, VA
Virginia
Focus Partners Wealth, LLC
2025 - Present (1 year)
Willis Johnson & Associates
2022 - 2023 (1 year)
Plante Moran (fka Tonneson)
2022 - 2025 (3 years)
Swisher and Johnson
2021 - 2022 (1 year)
SKR+CO
2021 - 2021 (1 year)
N/a
2014 - 2023 (9 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Series 63, Series 66
Lexington, VA
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CFA®, Series 63
Lexington, VA
Indivisible Partners
Series 63, Series 65
Lexington, VA
StoneX Advisors Inc.
Series 63, Series 65
Buena Vista, VA
Cambridge Investment Research Advisors
Series 63, Series 65
Lexington, VA
LPL Financial
Series 66
Lexington, VA
Edward Jones
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