Jacob
Graff

Foundations Investment Advisors LLC

CRD#7664785
Investment Advisor
in Phoenix, AZ

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About this Advisor

Jacob Graff is a financial advisor based in Phoenix, Arizona, working with Foundations Investment Advisors LLC. Jacob has previously held positions at Umass Boston, Proincome, Rise North Capital, and Foundations Investment Advisors, LLC. Jacob is registered to provide services in Massachusetts. Currently, Jacob is part of Foundations Investment Advisors LLC, which operates out of Phoenix, Arizona. The firm has 85 offices and 240 employees. The firm manages assets totaling $5.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Foundations Investment Advisors LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Chartered Financial Consultant

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4050 E. Cotton Center Blvd. Suite 40
Phoenix, AZ 85040

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Foundations Investment Advisors LLC Brokerage Details

Total Assets Under Management

$5,442,145,599

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

240

AZ Average: 37
Total Number of Accounts

42,079

AZ Average: 1,370
Average Account Size

$129,332

AZ Average: $1,135,308

Investment Advisory Services

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

Jacob Graff Work History

2022 - Present (2 years)

Foundations Investment Advisors, LLC

2020 - Present (4 years)

Rise North Capital

2017 - 2020 (3 years)

Proincome

2014 - 2019 (5 years)

Umass Boston

Disclosures

Please visit the SEC profile of Jacob Graff 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

Jacob Graff
Phoenix, AZ
Scott Preble
Surprise, AZ
Byron Jimmerson
Phoenix, AZ
Benjamin Dzialo
Bayville, NY
Mackenzie Varrialle
Braintree, MA
Michael Willard
Charlotte, NC
Jessica Grosskopf
Phoenix, AZ
Austin Porchelli
West Springfield, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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