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Jonathan P English

Foundations Investment Advisors LLC

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About Jonathan P English

Jonathan English is an investment advisor representative with Foundations Investment Advisors LLC. Jonathan has been in the industry for over 20 years and holds Series 6, 7, 65 and 66 licenses. Jonathan has a strong background in financial planning and portfolio management for individuals and is committed to providing personalized investment advice. He is also a Managing Director at Luca Wealth Management, where he provides insurance sales.

Firm Information

Jonathan English 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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Jonathan English’s Registration & Firm History

TX

06/28/2023 - Present

Foundations Investment Advisors LLC (Katy TX)

IL

05/15/2003 - 10/12/2004

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

NY

01/21/2002 - 04/25/2003

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/23/2012

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/28/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/17/2002

Series 7 - General Securities Representative Examination

BC

Issued 01/18/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan P English.
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