Jonathan
Kirk
Foundations Investment Advisors LLC
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About this Advisor
Jonathan Kirk is a financial advisor based in Charlotte, North Carolina, working with Foundations Investment Advisors LLC. Jonathan has previously held positions at Edward Jones, Firstbank, Home Point Financial, Provident Funding Associates Lp, Alloy Investment Management, and Foundations Investment Advisors, LLC. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Jonathan is part of Foundations Investment Advisors LLC, which operates out of Charlotte, North Carolina. 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
Jonathan Kirk Work History
Alloy Investment Management
Foundations Investment Advisors, LLC
Edward Jones
Firstbank
Home Point Financial
Provident Funding Associates Lp
Disclosures
Please visit the SEC profile of Jonathan Kirk 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
Braintree, MA
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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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