Jeremy BarnardCRD Number: 6772399
Current Firm: Foundations Investment Advisors LLC
Jeremy Barnard (CRD# 6772399) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 5 years of experience in the finance industry.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Foundations Investment Advisors, LLC||Scottsdale, AZ||Jul 2017 - Current||5|
|Self Employed - Independent Insurance Agent||Lisbon Falls, ME||Feb 2016 - Current||7|
|Knights Of Columbus||Lewiston, ME||Nov 2014 - Jan 2016||1|
|Maine Eye Center||Lewiston, ME||Jun 2013 - Oct 2014||1|
|State Of Maine||Lewiston, ME||Sep 2008 - Jun 2013||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2017|
Total Assets Under Management3,760MILLIONS
Total Number of Accounts34,273ACCOUNTS
Average Account Value$109,710
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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