Jonathan Scheid, Cfa, Aif®
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Jonathan Scheid, Cfa, Aif® Email & Phone Number

President at Focus Partners Advisor Solutions
Location: San Jose, California, United States 12 work roles 1 school
1 work email found @loringward.com 2 phones found area 408 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@loringward.com
Direct phone (408) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Focus Partners Advisor Solutions
Role
President
Location
San Jose, California, United States
Company size
123 employees

Who is Jonathan Scheid, Cfa, Aif®? Overview

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Quick answer

Jonathan Scheid, Cfa, Aif® is listed as President at Focus Partners Advisor Solutions, a with 123 employees, based in San Jose, California, United States. AeroLeads shows a work email signal at loringward.com, phone signal with area code 408, and a matched LinkedIn profile for Jonathan Scheid, Cfa, Aif®.

Jonathan Scheid, Cfa, Aif® previously worked as President at Buckingham Strategic Partners and Managing Director, Advisory Solutions at Buckingham Wealth Partners. Jonathan Scheid, Cfa, Aif® holds Bsc, Business With Finance Emphasis, Minor In Computer Engineering from Santa Clara University.

Company email context

Email format at Focus Partners Advisor Solutions

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*@loringward.com
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AeroLeads found 1 current-domain work email signal for Jonathan Scheid, Cfa, Aif®. Compare company email patterns before reaching out.

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Profile bio

About Jonathan Scheid, Cfa, Aif®

Jonathan Scheid, Cfa, Aif® is a President at Focus Partners Advisor Solutions. He possess expertise in investments, asset allocation, portfolio management, investment management, investment advisory and 7 more skills.

Listed skills include Investments, Asset Allocation, Portfolio Management, Investment Management, and 8 others.

Current workplace

Jonathan Scheid, Cfa, Aif®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Focus Partners Advisor Solutions
Focus Partners Advisor Solutions
President
San Jose, CA, US
Website
buckinghamstrategicpartners.com
Employees
123
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Company profile
View company profile Email format
12 roles

Jonathan Scheid, Cfa, Aif® work experience

A career timeline built from the work history available for this profile.

President

Buckingham Strategic Partners

San Francisco Bay Area

Buckingham Strategic Partners is committed to creating a better wealth experience for financialadvisors and their clients. The firm’s comprehensive wealth platform supports a nationwidecommunity of financial advisors with the resources they need to deliver holistic wealth managementsolutions and to become better connected, more successful organizations. What I post here is myopinion, not the opinion of my employer.

Managing Director, Advisory Solutions

Buckingham Wealth Partners

San Francisco Bay Area

BAM Advisor Services, founded in 1997, became part of Buckingham Wealth Partners on November 30,2018. Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and BuckinghamStrategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered InvestmentAdvisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive,values-based financial planning and an investment approach built on evidence and facts. For advisors,we offer Buckingham Strategic Partners, a comprehensive wealth management platform that deliverspractice support and management services engineered to free up an advisor’s workday so they canspend more time helping clients achieve their dreams of financial prosperity. What I post here is myopinion, not the opinion of my employer.

Jan 2022 - Oct 2023

Vice President, Portfolio Services & Education (At Loring Ward)

Buckingham Strategic Partners

San Francisco Bay Area

Loring Ward, founded in 1990, became part of Buckingham Strategic Partners on November 30,2018. Buckingham Strategic Partners is committed to creating a better wealth experience forfinancial advisors and their clients. The firm’s comprehensive wealth platform supports a nationwidecommunity of financial advisors with the resources they need to deliver holistic wealth managementsolutions and to become better connected, more successful organizations. What I post here is myopinion, not the opinion of my employer.

Jun 2018 - Nov 2018

Vice President, Marketing & Research

Loring Ward
Jan 2006 - May 2006

Director, Marketing & Research

Loring Ward

San Francisco Bay Area

Aug 2000 - Dec 2005

Marketing Research Analyst

Loring Ward

San Francisco Bay Area

Jul 1998 - Jul 2000
Team & coworkers

Colleagues at Focus Partners Advisor Solutions

Other employees you can reach at buckinghamstrategicpartners.com. View company contacts for 123 employees →

MK Mark Kalinowsky Mark Kalinowsky Colleague at Focus Partners Advisor SolutionsSan Jose, California, United States View → JY Jennifer Yee Jennifer Yee Colleague at Focus Partners Advisor SolutionsSanta Clara, California, United States View → JM Jeremy Miller, Crpc®, Bfa™ Jeremy Miller, Crpc®, Bfa™ Colleague at Focus Partners Advisor SolutionsGreater Sacramento, United States View → SN Steve Ncginnis Steve Ncginnis Colleague at Focus Partners Advisor SolutionsSan Jose, California, United States View → MO Michael Ozburn, Cfp® Michael Ozburn, Cfp® Colleague at Focus Partners Advisor SolutionsGreater Chattanooga, United States View → BM Brandi Mccoy Brandi Mccoy Colleague at Focus Partners Advisor SolutionsSt Louis, Missouri, United States View → JS Jake Stewart, Mba Jake Stewart, Mba Colleague at Focus Partners Advisor SolutionsGreater St. Louis, United States View → HS Hunter Storm Hunter Storm Colleague at Focus Partners Advisor SolutionsUnited States View → TH Trang Hoang Trang Hoang Colleague at Focus Partners Advisor SolutionsMountain View, California, United States View → MR Marcus Reynolds Marcus Reynolds Colleague at Focus Partners Advisor SolutionsWest Linn, Oregon, United States View →
1 education record

Jonathan Scheid, Cfa, Aif® education

FAQ

Frequently asked questions about Jonathan Scheid, Cfa, Aif®

Quick answers generated from the profile data available on this page.

What company does Jonathan Scheid, Cfa, Aif® work for?

Jonathan Scheid, Cfa, Aif® works for Focus Partners Advisor Solutions.

What is Jonathan Scheid, Cfa, Aif®'s role at Focus Partners Advisor Solutions?

Jonathan Scheid, Cfa, Aif® is listed as President at Focus Partners Advisor Solutions.

What is Jonathan Scheid, Cfa, Aif®'s email address?

AeroLeads has found 1 work email signal at @loringward.com for Jonathan Scheid, Cfa, Aif® at Focus Partners Advisor Solutions.

What is Jonathan Scheid, Cfa, Aif®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 408 for Jonathan Scheid, Cfa, Aif® at Focus Partners Advisor Solutions.

Where is Jonathan Scheid, Cfa, Aif® based?

Jonathan Scheid, Cfa, Aif® is based in San Jose, California, United States while working with Focus Partners Advisor Solutions.

What companies has Jonathan Scheid, Cfa, Aif® worked for?

Jonathan Scheid, Cfa, Aif® has worked for Focus Partners Advisor Solutions, Buckingham Strategic Partners, Buckingham Wealth Partners, Bellatore Financial, Inc., and Loring Ward.

Who are Jonathan Scheid, Cfa, Aif®'s colleagues at Focus Partners Advisor Solutions?

Jonathan Scheid, Cfa, Aif®'s colleagues at Focus Partners Advisor Solutions include Mark Kalinowsky, Jennifer Yee, Jeremy Miller, Crpc®, Bfa™, Steve Ncginnis, and Michael Ozburn, Cfp®.

How can I contact Jonathan Scheid, Cfa, Aif®?

You can use AeroLeads to view verified contact signals for Jonathan Scheid, Cfa, Aif® at Focus Partners Advisor Solutions, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Scheid, Cfa, Aif® attend?

Jonathan Scheid, Cfa, Aif® holds Bsc, Business With Finance Emphasis, Minor In Computer Engineering from Santa Clara University.

What skills is Jonathan Scheid, Cfa, Aif® known for?

Jonathan Scheid, Cfa, Aif® is listed with skills including Investments, Asset Allocation, Portfolio Management, Investment Management, Investment Advisory, Mutual Funds, Investment Strategies, and Financial Planning.

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