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Jeffrey Laurence Perry

Foundations Investment Advisors LLC

Phoenix, AZ

Bingham Farms, MI

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Current Employers
Foundations Investment Advisors Llc

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-01-09
  • MI RA
    APPROVED
    Since 2026-01-09

Branch Locations

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

30700 Telegraph Rd Ste 1475, Bingham Farms, MI 48025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Quest Commonwealth Bingham Farms MI 09/2018 Present
Comcast Bingham Farms MI 02/2007 08/2018
Foundations Investment Advisors Phoenix AZ 01/2024 Present
  • 09/2018 → Present
    Quest Commonwealth
    Bingham Farms, MI
  • 02/2007 → 08/2018
    Comcast
    Bingham Farms, MI
  • 01/2024 → Present
    Foundations Investment Advisors
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-04
  • S65 Uniform Investment Adviser Law Examination
    2023-12-04

View on SEC IAPD

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