Jon
Foust

Mar Vista Investment Partners, LLC

CRD#2121126
Investment Advisor
in Hopkins, MN

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About this Advisor

Jon Foust is a financial advisor based out of Hopkins, Minnesota with 7 years of industry experience. Foust is an employee of Mar Vista Investment Partners, LLC. Over the course of their career, Foust has held roles at Quasar Distributors, LLC, Roxbury Capital Management, Foreside Fund Services, LLC, Mar Vista Investment Partners, LLC and Hood River Capital Management, LLC. Foust has a Series 63 license, certifying them as a securities representative, and can serve investors in California, Minnesota and Texas. Mar Vista Investment Partners, LLC is a registered investment company based out of Los Angeles, CA. It has offices in four locations and a total of 18 financial advisors. It manages $2 billion in assets under management between its 501 client accounts, placing it among the largest firms in the nation by assets under management. The firm serves 21 charitable organizations. Of its 501 customer accounts, just 10% are held by high-net-worth clients who have at least $1 million in investable assets. The firm performs a broad assortment of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Fees for financial advice usually are based on which services the firm provides the client. However, fee types billed by Mar Vista Investment Partners, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63

Years Registered*

7 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

6001 Shady Oak Road, Suite 200
Hopkins, MN 55343

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Mar Vista Investment Partners, LLC Brokerage Details

Total Assets Under Management

$2,360,251,267

MN Average: $7,578,581,321
Total Number of Employees

18

MN Average: 43
Total Number of Accounts

501

MN Average: 3,727
Average Account Size

$4,711,080

MN Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Jon Foust Work History

Jon has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Quasar Distributors, LLC

2016 - Present (8 years)

Hood River Capital Management, LLC

2016 - 2016 (< 1 year)

Mar Vista Investment Partners, LLC

2012 - 2016 (4 years)

Foreside Fund Services, LLC

2000 - 2016 (16 years)

Roxbury Capital Management

*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 Jon Foust 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 Mar Vista Investment Partners, LLC

Shala Walker
Houston, TX
Jeffrey Prestine
Los Angeles, CA
Joshua Honeycutt
Los Angeles, CA
Brian Massey
Los Angeles, CA
Silas Myers
Los Angeles, CA
Erik Hirsch
Hopkins, MN
Jon Foust
Hopkins, 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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