Jessica
Grosskopf
Foundations Investment Advisors LLC
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About this Advisor
Jessica Grosskopf is a financial advisor based in Phoenix, Arizona, working with Foundations Investment Advisors LLC. Jessica has previously held positions at Foundations Investment Advisors LLC, Witron Logistic Gmbh Parksten, Cdk Global, Inc, Kingsbridge Holdings, LLC, Cashmore Investments, and States Title, Inc. Jessica has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Jessica 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
Services Offered
Fee Structure
Office Location
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Foundations Investment Advisors LLC Brokerage Details
$5,442,145,599
240
42,079
$129,332
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jessica Grosskopf Work History
Foundations Investment Advisors LLC
States Title, Inc
Cashmore Investments
Kingsbridge Holdings, LLC
Cdk Global, Inc
Witron Logistic Gmbh Parksten
Disclosures
Please visit the SEC profile of Jessica Grosskopf 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
Phoenix, AZ
Charlotte, NC
Phoenix, AZ
Bayville, NY
Saint George, UT
Phoenix, AZ
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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