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Jordan Dean Main

Investment adviser representative at Foundations Investment Advisors LLC
19 yearsExperience
2 statesRegistered 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

19 years in the industry.

  1. J&e Main Properties, LLCJan 2026 to now
  2. Mfg Rentals, LLCMar 2025 to now
  3. Foundations Investment Advisors, LLCMay 2024 to now
  4. Main Financial GroupAug 2007 to now
  5. Gradient Advisors LLCOct 2019 to May 2024
  6. Fusion Capital ManagementMay 2018 to Oct 2019
  7. Ae Wealth Management, LLCJun 2017 to Jul 2018

Exams passed

  • Series 66 · Uniform Combined State Law2002
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 2 states (FL, MI).

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
4520794
Firm CRD
175083
Advisor's SEC record (opens in a new tab)
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