Jessica Grosskopf, financial advisor Hainesville IL

Jessica Grosskopf

CRD Number: 7223247
Current Firm: Foundations Investment Advisors LLC

Jessica Grosskopf (CRD# 7223247) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Hainesville, IL and has over 4 years of experience in the finance industry.

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States Title, Inc. San Francisco, CA Oct 2020 - Current 3
Foundations Investment Advisors LLC Scottsdale, AZ Jan 2020 - Current 4
Cashmore Investments Grayslake, IL Apr 2019 - Current 5
Kingsbridge Holdings, LLC Sr. Accountant, IL Apr 2016 - Mar 2019 2
Cdk Global, Inc. Hoffman Estates, IL May 2015 - Apr 2016 < 1
Witron Logistic Gmbh Parksten Bavaria, IL Sep 2014 - Mar 2015 < 1
Big Machines, Inc. Deerfield, IL Dec 2010 - Jun 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2019
Contact Info for Jessica K. Grosskopf
Phone Number: 480-626-2979
Firm Website: http://www.fiwealth.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    5,442
    MILLIONS
  • Total Number of Accounts
    42,079
    ACCOUNTS
  • Average Account Value
    $129,332
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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