Jeffrey
Holmes
Foundations Investment Advisors LLC
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About this Advisor
Jeffrey Holmes is a financial advisor working out of Scottsdale, Arizona with 4 years of relevant experience. Holmes is an employee of Foundations Investment Advisors LLC. Their career trajectory has included roles at Assured Financial, LLC, Securities Service Network, Mml Investors Services LLC, Cfd Investments, Foundations Investment Advisors LLC, Gradient Securities, LLC, C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors and Virtue Capital Management, LLC. Holmes holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to advise clients in Arizona. Foundations Investment Advisors LLC is a financial advisory firm based in Phoenix, AZ. The investment advisory business has offices in 85 locations and a total of 229 people on staff. It administers $4 billion in assets between its 34,273 customer accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advisory services to one charitable organizations. Of its 34,273 client accounts, 15% belong to high-net-worth individuals who have at least $1 million in assets. Foundations Investment Advisors LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules usually vary depending on which services the firm provides the client. However, fee types charged by Foundations Investment Advisors LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Foundations Investment Advisors LLC Brokerage Details
$3,760,076,801
229
34,273
$109,710
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jeffrey Holmes Work History
Jeffrey has been registered as a financial advisor for 4 years.*
Foundations Investment Advisors LLC
Assured Financial, LLC
C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors
Virtue Capital Management, LLC
Cfd Investments
Gradient Securities, LLC
Mml Investors Services LLC
Securities Service Network
*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 Jeffrey Holmes 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
Phoenix, AZ
Warren, ME
Phoenix, AZ
Plymouth, MA
Sarasota, FL
Moultonborough, NH
Wayzata, MN
Phoenix, AZ
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