Financial Focus LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 282177
- SEC number
- 801-112408
- Firm type
- RIA
- Assets under management
- $800.0M as of Jan 29, 2026
- Website
- financialfocusllc.com ↗
- Phone
- 760-431-3040
- Address
- 1925 Palomar Oaks Way, Carlsbad, CA, 92008
Advisors at this firm
5 in our index · page 1 of 1
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Jerrie Kay CarliCRD 2504055 · Carlsbad, CAIA RegisteredBroker
-
Billie Carl CookCRD 6016363 · Carlsbad, CAIA RegisteredBroker
-
Olivia Taylor GliegeCRD 7266452 · Carlsbad, CAIA RegisteredBroker
-
Jay William HovisCRD 6647870 · Carlsbad, CAIA RegisteredBroker
-
Barbara Jessup WilliamsCRD 1050277 · Carlsbad, CAIA RegisteredBroker
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 282177 ↗
FINRA BrokerCheck record for firm CRD 282177 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.