Focused Finances, LLC

Focused Finances, LLC (CRD# 130911) is a financial advisory firm headquartered in Oakland, CA. They manage $33,887,881 in 123 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Focused Finances, LLC
Showing 1 - 1 of 1 top financial advisors.
Patricia L. Jennerjohn
CRD#: 2429911
286 Santa Clara Avenue, Suite B, Oakland, CA 94610

Patricia Jennerjohn (CRD# 2429911) is an Investment Advisor Representative working at Focused Finances, LLC in Oakland, CA and has 1 year of experience in the finance industry. Patricia Jennerjohn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.