Jeremy David Thomas
Investment adviser representative at Foundations Investment Advisors LLC
10 yearsExperience
1 stateRegistered in
$10.1BFirm assets
11 yearsFirm in business
Are you Jeremy David Thomas? Claim your profile
Contact this firm
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
- The Chamberlin GroupJun 2026 to now
- Northwestern Mutual Wealth Management CompanyAug 2022 to Jun 2026
- Northwestern Mutual Investment Services LLCFeb 2021 to Jun 2026
- Northwestern Mutual Life Insurance CompanyJan 2021 to Jun 2026
- A CasaOct 2020 to Dec 2020
- UnemployedMar 2020 to Oct 2020
- 33 Wine Shop and BarJun 2016 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7317026
- Firm CRD
- 175083