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Jonathan Paul Kirk

Foundations Investment Advisors LLC

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About Jonathan Paul Kirk

Jonathan Kirk is a registered Investment Advisor Representative in North Carolina, South Carolina, and Virginia. Jonathan is currently registered with Foundations Investment Advisors LLC and Alloy Investment Management. Jonathan holds a Series 7TO, Series 66, and SIE license. Jonathan has experience in the financial services industry since 2010. Jonathan has also been registered with Edward Jones in the past. Jonathan's specializations include Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, and Selection of Other Advisors. Jonathan's prior employment history includes experience at FirstBank, Home Point Financial, and Provident Funding Associates LP.

Firm Information

Jonathan Kirk 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 Kirk’s Registration & Firm History

NC

02/24/2022 - Present

Foundations Investment Advisors LLC (Charlotte NC)

NC

02/22/2019 - 01/14/2022

EDWARD JONES (Charlotte NC)

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Licenses & Designations

BOTH

Issued 03/16/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/22/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/29/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Paul Kirk.
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