Evan Jeffrey Ferry
Investment Adviser Representative at Focus Partners Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Evan Jeffrey Ferry is an investment adviser representative with Focus Partners Wealth, LLC in Northbrook, IL, where they have been registered since 2026. They have worked in the securities industry since 2024 and have been registered with 4 firms, including Northcoast Asset Management LLC and Kovitz Investment Group Partners, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Illinois.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Illinois
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Relative Value Partners, LLCNov 2023 – Aug 2024Northbrook, IL
- Burning Tree Golf ClubMar 2018 – Aug 2019Macomb, MI
- University of MichiganAug 2019 – May 2023Ann Arbor, MI
- Franklin Hills Country ClubJun 2023 – Oct 2023Franklin, MI
- Franklin Hills Country ClubJun 2014 – Mar 2018Franklin, MI
- Kovitz Investment Group Partners, LLCAug 2024 – no end date reportedDeerfield, IL
- Focus Partners Wealth, LLCJan 2026 – no end date reportedSt. Louis, MO
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Focus Partners Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Other
- Estimated blended rate
- 0.0125
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,032
- Offices listed on AdvisorFinder:
- 100
- Main office:
- St. Louis, MO
- SEC file number:
- 801-72862
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Focus Partners Wealth, LLC
Showing 12 of 1,032 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Evan Jeffrey Ferry has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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