Jerry Lee Sylvester
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, LLCJul 2026 to now
- Noble Origin Advisory CoJun 2026 to now
- Oxford Wealth GroupJun 2025 to Jun 2026
- Walser Wealth ManagementNov 2023 to May 2025
- Park Avenue Securities, LLCMar 2020 to Nov 2023
- Forest Hills Financial GroupJan 2020 to Oct 2023
- Guardian Life Insurance Co of AmericaNov 2019 to Nov 2023
- AXA Advisors, LLCMay 2017 to Oct 2019
- UnemployedJan 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6592219
- Firm CRD
- 175083