Jerry Lee Sylvester

Employer firm

Foundations Investment Advisors LLC CRD 175083

$10.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 05/2017
  Unemployed
  Buffalo, NY
• 05/2017 → 10/2019
  Axa Advisors, Llc
  New York, NY
• 11/2019 → 11/2023
  Guardian Life Insurance Co Of America
  Melville, NY
• 03/2020 → 11/2023
  Park Avenue Securities, Llc
  Melville, NY
• 11/2023 → 05/2025
  Walser Wealth Management
  Tampa, FL
• 01/2020 → 10/2023
  Forest Hills Financial Group
  Melville, NY
• 06/2025 → 06/2026
  Oxford Wealth Group
  Orlando, FL
• 07/2026 → Present
  Foundations Investment Advisors, Llc
  Fort Myers , FL
• 06/2026 → Present
  Noble Origin Advisory Co
  Fort Myers, FL

Previous Registrations

• 2025-06-13 → 2026-06-29
  Oxford Wealth Group, Llc
  Orlando, FL
• 2024-01-26 → 2025-05-14
  Walser Wealth Management Company, A Limited Liability Company
  Tampa, FL

Other Businesses

1) SYLVESTER JACOB CAPITAL; INVESTEMENT RELATED; 17030 BLUE RIDGE PL BRADENTON, FL 34211;RENTAL PROPERTY; PART OWNER; START DATE: 01/2017; 20 HRS/MONTH DEVOTED TO OTHER BUSINESS; 0 HRS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HRS. SEARCHES FOR AND INVESTS IN PROPERTIES TO DEVELOP A RENTAL PROPERTY PORTFOLIO. 2) NOBLE ORIGIN ADVISORY CO; INVESTMENT RELATED; 15701 S TAMIAMI TRAIL SUITE 200 FORT MYERS, FL 33908; INSURANCE/ANNUITY SALES; INSURANCE AGENT; START DATE: 07/2026; 20 HRS/MONTH DEVOTED TO OTHER BUSINESS;20 HRS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS; DUTIES INCLUDE PROVIDING INSURANCE AND ANNUITY SOLUTIONS, REVIEWING PLANS WITH CLIENTS,

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-22
• S63 Uniform Securities Agent State Law Examination
  2017-06-16

Other Names

• Jerry Sylvester