Derek Jay Colton
Investment adviser representative at Foundations Investment Advisors LLC
16 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
16 years in the industry.
- Foundations Investment Advisors, LLCMar 2023 to now
- Safe Money Financial GroupJun 2010 to now
- Aegis Wealth Management, Inc.Nov 2019 to Feb 2023
- Jack Keeter & Associates, Inc.Nov 2018 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 7046164
- Firm CRD
- 175083