Jerrod Foresman, financial advisor Kansas City KS

Jerrod Foresman

CRD Number: 2045890
Current Firm: Infinex Investments, Inc.

Jerrod Foresman (CRD# 2045890) is an Investment Advisor Representative working at Infinex Investments, Inc. in Kansas City, KS and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investment, Inc. Meriden, CT Jan 2018 - Current 4
Bankers & Investors Company, Inc. Kansas City, KS Jan 2007 - Jan 2018 11
Invest Financial Corp Tampa, FL Feb 2017 - Dec 2017 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1993
S65 NASAA Investment Advisors Law Examination Jul 1999
S66 NASAA Uniform Combined State Law Examination Jun 2001
Contact Info for Jerrod L. Foresman
Phone Number: 203-599-6000
Registered State(s):
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
    2,835
    MILLIONS
  • Total Number of Accounts
    9,010
    ACCOUNTS
  • Average Account Value
    $314,620
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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