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RIA / WealthAdvisorCertified Financial Planner12 years in industry

JENNIFER MARIE DAVIS

Advisor at FOCUS PARTNERS WEALTH, LLC

Frisco, TX

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Search this name across graphsid dfx:ria:d6dbda36-b45f-30e6-e9ec-e7722060d204

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Sep 23, 2013 to Sep 14, 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: FOCUS PARTNERS WEALTH, 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: Sep 21, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Sep 21, 2013
First registration: Sep 23, 2013
Dual registered: no
Other names: JENNIFER MARIE HAAK
IAPD individual key: 6230734

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
FOCUS PARTNERS WEALTH, LLC	Independent wealth	Jan 12, 2026	n/a	yes	Frisco, TX	Current employment
NORTHCOAST ASSET MANAGEMENT LLC	Independent wealth	Aug 1, 2024	Mar 20, 2026	no	Frisco, TX	Previous registration
NORTHCOAST ASSET MANAGEMENT LLC	Independent wealth	Aug 1, 2024	Dec 31, 2024	no	Frisco, TX	Previous registration
RELATIVE VALUE PARTNERS, LLC	Former SEC adviser	Jan 18, 2022	Aug 14, 2024	no	Nashotah, WI	Previous registration
BROWNSON, REHMUS & FOXWORTH, INC.	Independent wealth	Sep 24, 2018	Jan 13, 2022	no	Chicago, IL	Previous registration
RESOURCE CONSULTING GROUP	Former SEC adviser	Jan 5, 2018	Jul 27, 2018	no	ORLANDO, FL	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jul 20, 2017	Nov 14, 2017	no	Orlando, FL\|Orlando, FL	Previous registration
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Aug 26, 2015	Jun 19, 2017	no	ORLANDO, FL	Previous registration
BROWNSON, REHMUS & FOXWORTH, INC.	Independent wealth	Sep 23, 2013	Jul 1, 2015	no	CHICAGO, IL	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
NORTHCOAST ASSET MANAGEMENT LLC	FOCUS PARTNERS WEALTH, LLC	Mar 20, 2026	Jan 12, 2026	-67	Bulk transfer	RIA to RIA
RELATIVE VALUE PARTNERS, LLC	NORTHCOAST ASSET MANAGEMENT LLC	Aug 14, 2024	Aug 1, 2024	-13	Firm change	RIA to RIA
BROWNSON, REHMUS & FOXWORTH, INC.	RELATIVE VALUE PARTNERS, LLC	Jan 13, 2022	Jan 18, 2022	5	Firm change	RIA to RIA
RESOURCE CONSULTING GROUP	BROWNSON, REHMUS & FOXWORTH, INC.	Jul 27, 2018	Sep 24, 2018	59	Firm change	RIA to RIA
CHARLES SCHWAB & CO., INC.	RESOURCE CONSULTING GROUP	Nov 14, 2017	Jan 5, 2018	52	Firm change	Other
SCHWAB WEALTH ADVISORY, INC.	CHARLES SCHWAB & CO., INC.	Jun 19, 2017	Jul 20, 2017	31	Channel change	Other
BROWNSON, REHMUS & FOXWORTH, INC.	SCHWAB WEALTH ADVISORY, INC.	Jul 1, 2015	Aug 26, 2015	56	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
110608:281067:IL:2022-01-13	Jan 13, 2022	Jan 18, 2022	CHICAGO, IL	Firm change

Relationships

Registered with (7)

→ FOCUS PARTNERS WEALTH, LLCRegistered adviserregistration: current employment
Jan 12, 2026 to presentfactForm ADV
→ NORTHCOAST ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Aug 1, 2024 to Mar 20, 2026factForm ADV
→ RELATIVE VALUE PARTNERS, LLCRegistered adviserregistration: previous registration
Jan 18, 2022 to Aug 14, 2024factForm ADV
→ BROWNSON, REHMUS & FOXWORTH, INC.Registered adviserregistration: previous registration
Sep 24, 2018 to Jan 13, 2022factForm ADV
→ RESOURCE CONSULTING GROUPRegistered adviserregistration: previous registration
Jan 5, 2018 to Jul 27, 2018factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jul 20, 2017 to Nov 14, 2017factForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Aug 26, 2015 to Jun 19, 2017factForm ADV

Dated events

Occurred
Aug 14, 2024
Advisor changed firm
Jennifer Marie Davis left Relative Value Partners, Llc for Northcoast Asset Management Llc (registered 2024-08-01)
Form ADVobserved 4 days ago
Occurred
Jan 13, 2022
Advisor changed firm
Jennifer Marie Davis left Brownson, Rehmus & Foxworth, Inc. for Relative Value Partners, Llc (registered 2022-01-18)
Form ADVobserved 4 days ago