Erick
Jimenez

Foundations Investment Advisors LLC

CRD#6860970
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Erick Jimenez is a financial advisor working out of Scottsdale, Arizona with a total of 1 year of industry experience. Jimenez is currently employed by Foundations Investment Advisors LLC. The advisor has gained experience at Edelman Financial Engines Advisors L.L.C, American Express, Wells Fargo, Axa Advisors, LLC, Kingdom Financial Group, Foundations Investment Advisors, LLC, Asset Preservation Tax & Retirement Services and Asset Preservation Wealth & Tax. Jimenez has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona. Foundations Investment Advisors LLC is a registered investment company that has its headquarters in Phoenix, AZ. The company has offices in 85 locations and a total of 229 advisors. It manages $4 billion in assets under management across its 34,273 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves one charities and foundations. Of its 34,273 accounts, 15% belong to high-net-worth clients who have more than $1 million in investable assets. The company offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services largely are based on which services the firm provides the client. Fees billed by Foundations Investment Advisors LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10575 N. 114Th Street #110
Scottsdale, AZ 85259

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Foundations Investment Advisors LLC Brokerage Details

Total Assets Under Management

$3,760,076,801

AZ Average: $1,555,372,352
Total Number of Employees

229

AZ Average: 37
Total Number of Accounts

34,273

AZ Average: 1,370
Average Account Size

$109,710

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Erick Jimenez Work History

Erick has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Asset Preservation Tax & Retirement Services

2022 - Present (2 years)

Asset Preservation Wealth & Tax

2022 - 2022 (< 1 year)

Foundations Investment Advisors, LLC

2020 - 2022 (2 years)

Kingdom Financial Group

2019 - 2020 (1 year)

Axa Advisors, LLC

2017 - 2019 (2 years)

Edelman Financial Engines Advisors L.L.C

2015 - 2017 (2 years)

American Express

2010 - 2015 (5 years)

Wells Fargo

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Erick Jimenez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Foundations Investment Advisors LLC

Murray Titterington
Phoenix, AZ
Thomas Fadden
Plymouth, MA
Alin Lozada
Sarasota, FL
Susan Mcbournie
Moultonborough, NH
Andrew Williams
Warren, ME
Andrew Harmon
Phoenix, AZ
Brittany Hagy
Phoenix, AZ
Jacqueline Fursman
Wayzata, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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