Jacob Lawrence Holleman
Investment adviser representative at Foundations Investment Advisors LLC
11 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
11 years in the industry.
- Foundations Investment Advisors, LLCJul 2026 to now
- Way FinancialMay 2025 to now
- Eric Low Voltage Co.Mar 2022 to Mar 2025
- Skyline Security ManagementJul 2018 to Mar 2022
- California Alarm Pros/ California HomeprosJan 2018 to Feb 2019
- Ghs Interactive SecurityFeb 2015 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8315690
- Firm CRD
- 175083