Jonathan Thrun
Financial advisor at Focus Partners Wealth · St. Louis, MO
Last updated 2026-10-10
Claim your profileJonathan Thrun is a financial advisor at Focus Partners Wealth in St. Louis, MO, CRD 2413499. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2010-08-27.
Registration
- CRD number
- 2413499
- Registration status
- Active
- IAPD registration
- 2010-08-27
- Industry Experience
- 16 years
- Work Experience
- 17 years
- States registered
- MA
Licenses and exams
- Series 63
- Series 65
Work history
- 2009-01 to Present · The Colony Group, LLC · Boston, MA
Current employment
- Focus Partners Wealth, LLC · St. Louis, MO
Focus Partners Wealth
- Regulatory AUM
- $181,862,000,000
- Registered advisors
- 1,048
- Offices
- 406
- Clients per advisor
- 59.6 (Moderate)
- Average AUM per client
- $2.9M (Low)
- High-net-worth client ratio
- 48.3% (Moderate)
Focus Partners Wealth: advisors, services and reported ETF investments
About
Jonathan Thrun is a financial advisor at Focus Partners Wealth, LLC, operating as Focus Partners Wealth in St. Louis, MO. Reported securities licenses include Series 63 and Series 65. The latest record indicates 16 years of industry experience and 17 years of reported work history.
Focus Partners Wealth's firm-level Form ADV reports 1,048 advisors across 406 offices; approximately 59.6 clients per advisor, average assets per client of $2,911,376, and regulatory AUM of $181.9B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans, and Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, and Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $50.2B across 847 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jonathan Thrun personally.
Reported ETF positions
Focus Partners Wealth reports 847 ETF positions worth $50.2B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| XLK — State Street Technology Select Sector SPDR ETF | $2.4B |
| DFAC — Dimensional U.S. Core Equity 2 ETF | $1.9B |
| VOO — Vanguard S&P 500 ETF | $1.8B |
| IVV — iShares Core S&P 500 ETF | $1.8B |
| SPY — SPDR S&P 500 ETF TRUST | $1.6B |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Focus Partners Wealth's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | LRGF — iShares U.S. Equity Factor ETF | $35.3M | Top 99.9% | Peer conviction 80.3% · Active return +3.84% |
| Addressable Market | LRGF — iShares U.S. Equity Factor ETF | $35.3M | Top 99.7% | Addressable AUM $10.7T · Peer conviction 80.3% |
| Residual Alpha | PRF — Invesco RAFI US 1000 ETF | $86M | Top 99.5% | Residual alpha +1.89% · Residual Sharpe 0.11 |
| Diversification Benefits | CLOZ — Eldridge BBB-B CLO ETF | $39.2M | Top 99.1% | Replicability (R²) 36.4% · Residual Sharpe 0.53 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Focus Partners Wealth on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
- Other
Business and affiliations
- Other Financial Product Salesperson
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Futures Commission Merchant
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
190 Carondelet Plaza, St. Louis, MO 63105
351 advisors at this office.
Contact
The firm's filed contact details.
Official record
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