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Erick Alan Jimenez

Foundations Investment Advisors LLC

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About Erick Alan Jimenez

Erick Alan Jimenez is an investment advisor representative registered with Foundations Investment Advisors LLC. Erick has been in the financial services industry for over 5 years and specializes in providing financial planning, educational seminars, and selection of other advisors to clients. Erick was previously registered with AXA Advisors, LLC and has held previous positions with Edelman Financial Engines Advisors L.L.C. and American Express. Erick is licensed in Arizona.

Firm Information

Erick Jimenez is currently registered with Foundations Investment Advisors LLC. Foundations Investment Advisors LLC is an investment advisory firm located in Phoenix, AZ. With over $6.7 billion in regulatory assets under management, the firm provides financial planning, educational seminars, and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm is registered with the SEC and has a team of 187 licensed agents and investment advisor representatives.
Foundations Investment Advisors LLC

4050 E. COTTON CENTER BLVD.

PHOENIX, AZ 85040

$6.71B

Assets Under Management

Not reported

Total Clients

203

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Erick Jimenez’s Registration & Firm History

AZ

05/27/2022 - Present

Foundations Investment Advisors LLC (PHOENIX AZ)

AZ

06/21/2019 - 01/28/2020

AXA ADVISORS, LLC (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 04/27/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/02/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/21/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/08/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erick Alan Jimenez.
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