James Gerard Huhn
Investment adviser representative at Foundations Investment Advisors LLC
27 yearsExperience
1 stateRegistered in
$10.1BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
27 years in the industry.
- Foundations Investment Advisors, LLCMay 2024 to now
- Wellness Technologies GroupOct 2015 to now
- James Huhn Sole Proprietor dba Wrm Advisors, LLCApr 1999 to now
- Iams Wealth ManagementAug 2023 to Jan 2024
- Brookstone Wealth AdvisorsAug 2022 to Jul 2023
- Regal Investment Advisors, LLCMay 2022 to Jul 2022
- Sunrift Capital Partners LLCJul 2021 to Apr 2022
- The Bottom Line Wealth Management Ltd.Jun 2021 to Apr 2022
- Retirement Income ConsultantsJun 2021 to Aug 2021
- Brookstone Capital ManagementNov 2019 to May 2021
- Sedgwick Claims ManagementJun 2018 to Feb 2019
- Cunningham LindseyNov 2017 to Jun 2018
- Jim Buckley & AssociatesSep 2017 to Feb 2021
- Sigma Financial CorporationMay 2008 to Nov 2017
- Sigma Planning CorporationMay 2008 to Nov 2017
- Affiliated Planners, Inc.Apr 1999 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (GA).
Foundations Investment Advisors LLC
$10.1BAssets managed
29,663Clients
293Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1670223
- Firm CRD
- 175083