Byron Paul Jimmerson

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 → 08/2020
  Texas State University
  San Marcos, TX
• 01/2016 → 01/2020
  Pluckers Wing Bar
  San Marcos, TX
• 01/2020 → 07/2020
  Unemployed
  Flower Mound, TX
• 07/2020 → 01/2024
  Next Financial Group
  Flower Mound, TX
• 01/2024 → 05/2024
  Compass Retirement
  Grapevine, TX
• 02/2024 → Present
  Foundations Investment Advisors
  Phoenix, AZ
• 05/2024 → Present
  Retiresimply
  Southlake, TX

Previous Registrations

• 2021-04-27 → 2024-01-02
  Next Financial Group, Inc.
  Flower Mound, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-04-27