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Jared Matthew Carlin

Foundations Investment Advisors LLC

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About Jared Matthew Carlin

Jared Carlin is a financial advisor who has been in the industry since 2006. Jared currently works for Foundations Investment Advisors LLC, where he has been registered since 2023. Jared is licensed to provide financial advice in Texas. Jared has been involved in the financial industry for many years and has previously worked for Broker Dealer Financial Services Corp. and Ameriprise Financial Services, Inc. Jared offers financial planning and portfolio management services to individuals and businesses.

Firm Information

Jared Carlin 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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Jared Carlin’s Registration & Firm History

TX

08/16/2023 - Present

Foundations Investment Advisors LLC (Friendswood TX)

TX

01/02/2008 - 09/02/2010

BROKER DEALER FINANCIAL SERVICES CORP. (FRIENDSWOOD TX)

TX

12/11/2006 - 03/09/2007

AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)

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Licenses & Designations

IA

Issued 11/12/2018

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/29/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/10/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jared Matthew Carlin.
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