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Tyler Melville Jordan-taylor

Foundations Investment Advisors LLC

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About Tyler Melville Jordan-taylor

Tyler Melville Jordan-taylor is an investment advisor representative with Foundations Investment Advisors LLC. Tyler has been in the industry since 2014. Tyler specializes in providing financial planning, educational seminars, and selection of other advisors to clients. Tyler is registered with the state of Minnesota.

Firm Information

Tyler Jordan-taylor 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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Tyler Jordan-taylor’s Registration & Firm History

MN

07/19/2024 - Present

Foundations Investment Advisors LLC (Minneapolis MN)

MN

05/28/2014 - 10/06/2015

FARMERS FINANCIAL SOLUTIONS, LLC (BURNSVILLE MN)

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Licenses & Designations

IA

Issued 12/16/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/13/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/05/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/06/2015

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 6 public disclosures for Tyler Melville Jordan-taylor. Review regulatory record here.
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