Byron Paul Jimmerson
Investment adviser representative at Foundations Investment Advisors LLC
8 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
8 years in the industry.
- RetiresimplyMay 2024 to now
- Foundations Investment Advisors LLCFeb 2024 to now
- Compass RetirementJan 2024 to May 2024
- Next Financial GroupJul 2020 to Jan 2024
- UnemployedJan 2020 to Jul 2020
- Texas State UniversityJan 2016 to Aug 2020
- Pluckers Wing BarJan 2016 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 7283106
- Firm CRD
- 175083