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RIA / WealthAdvisor21 years in industry

J'NEANNE MARY THEUS

Advisor at COMPASS FINANCIAL MANAGEMENT LLC

SUNBURY, OH | Sunbury, OH

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Search this name across graphsid dfx:ria:6bf265f5-ed68-c4ce-2fbe-1af20b05fc30

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 28, 2005 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COMPASS FINANCIAL MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 3, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 2
Exams: S63|S65
First exam: Mar 3, 2005
First registration: Mar 28, 2005
Dual registered: no
Other names: J'NEANNE MARY GREGOIRE
IAPD individual key: 4851011

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COMPASS FINANCIAL MANAGEMENT LLC	Independent wealth	Feb 19, 2026	n/a	yes	Sunbury, OH	Current employment
THEUS WEALTH ADVISORS	State registered	Sep 17, 2015	n/a	yes	SUNBURY, OH	Current employment
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC	Independent wealth	Aug 9, 2023	Aug 26, 2024	no	Sunbury, OH\|LAKEWAY, TX	Previous registration
SIGNATURE INVESTMENTS, INC.	Former SEC adviser	Jan 2, 2013	Mar 14, 2014	no	DAYTON, OH\|CLARKSVILLE, MD\|DAYTON, OH	Previous registration
SICOR SECURITIES INC	n/a	Nov 14, 2011	Dec 31, 2012	no	DAYTON, OH\|CLARKSVILLE, MD\|CLARKVILLE, MD\|DAYTON, OH	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Mar 28, 2005	Jun 17, 2011	no	HUNT VALLEY, MD\|COLUMBIA, MD\|HUNT VALLEY, MD\|CLARKSVILLE, MD\|Hunt Valley, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC	COMPASS FINANCIAL MANAGEMENT LLC	Aug 26, 2024	Feb 19, 2026	542	Firm change after gap	RIA to RIA
SIGNATURE INVESTMENTS, INC.	THEUS WEALTH ADVISORS	Mar 14, 2014	Sep 17, 2015	552	Firm change after gap	Other
SICOR SECURITIES INC	SIGNATURE INVESTMENTS, INC.	Dec 31, 2012	Jan 2, 2013	2	Firm change	Other
PARK AVENUE SECURITIES LLC	SICOR SECURITIES INC	Jun 17, 2011	Nov 14, 2011	150	Firm change	Other

Relationships

Registered with (6)

→ COMPASS FINANCIAL MANAGEMENT LLCRegistered adviserregistration: current employment
Feb 19, 2026 to presentfactForm ADV
→ THEUS WEALTH ADVISORSRegistered adviserregistration: current employment
Sep 17, 2015 to presentfactForm ADV
→ FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLCRegistered adviserregistration: previous registration
Aug 9, 2023 to Aug 26, 2024factForm ADV
→ SIGNATURE INVESTMENTS, INC.Registered adviserregistration: previous registration
Jan 2, 2013 to Mar 14, 2014factForm ADV
→ SICOR SECURITIES INCRegistered adviserregistration: previous registration
Nov 14, 2011 to Dec 31, 2012factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Mar 28, 2005 to Jun 17, 2011factForm ADV

Dated events

Occurred
Aug 26, 2024
Advisor changed firm
J'Neanne Mary Theus left Financial Gravity Family Office Services, Llc for Compass Financial Management Llc (registered 2026-02-19)
Form ADVobserved 4 days ago