Jonathan Scheid, CFA, AIF®
Login to view DISC.Jonathan Scheid serves as the President of Focus Partners Advisor Solutions, drawing on extensive experience from prior leadership roles at Buckingham Wealth Partners. He is a Chartered Financial Analyst (CFA) and Accredited Investment Fiduciary®, holding a Bachelor of Science in Commerce from Santa Clara University.
His professional focus is on delivering comprehensive wealth management platforms and practice support that empower financial advisors. He actively engages in topics such as launching new RIA firms, implementing tax-aware investment strategies, and navigating complex market environments to better serve clients.
He has co-authored detailed articles on investment portfolio strategies specifically for rising interest rate environments.
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DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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