Jerod Luke Bland
Investment adviser representative at Foundations Investment Advisors LLC
10 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
10 years in the industry.
- Foundations Investment Advisors, LLCSep 2025 to now
- The Chamberlin Group (D.B.A. for Advisory Business)Sep 2021 to now
- American Retirement Academy (D.B.A.)Jan 2022 to Jun 2023
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsSep 2021 to Oct 2025
- Wells Fargo Clearing ServicesJun 2019 to Sep 2021
- TalentbridgeJan 2019 to Sep 2021
- Wentzville Police DepartmentApr 2016 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
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
- 5249391
- Firm CRD
- 175083