James Matthew Foley

Employer firm

Kinetic Investment Management, Inc. CRD 283034

$451M 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

• 02/2017 → 11/2017
  Change Path Llc
  Allentown, NJ
• 08/2016 → Present
  Maxguard Wealth, Llc
  Princeton, NJ
• 04/2018 → 07/2018
  Questar Capital Corporation
  Minneapolis, MN
• 04/2018 → 07/2018
  Questar Asset Management
  Minneapolis, MN
• 07/2018 → 10/2018
  Ae Wealth Management, Llc
  Topeka, KS
• 01/2020 → 07/2020
  Elevated Capital Advisors, Llc
  Sandy, UT
• 08/2020 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 12/2021 → Present
  Kinetic Investment Management, Inc.
  Princeton, NJ
• 08/2016 → Present
  Maxguard Wealth
  Princeton, NJ

Previous Registrations

• 2020-08-10 → 2021-12-16
  Ae Wealth Management, Llc
  Princeton, NJ
• 2020-01-07 → 2020-07-08
  Elevated Capital Advisors, Llc
  Princeton, NJ
• 2018-09-06 → 2018-10-29
  Ae Wealth Management, Llc
  Princeton, NJ
• 2018-04-27 → 2018-07-24
  Questar Asset Management, Inc.
  Princeton, NJ
  Minneapolis, MN
• 2017-03-01 → 2017-12-04
  Creativeone Wealth, Llc
  Allentown, NJ
  Overland Park, KS

Other Businesses

1.) MAXGUARD WEALTH LLC; YES INVESTMENT RELATED; 300 CARNEGIE CENTER DR, SUITE 150, PRINCETON, NJ 08540; INSURANCE SALES; PRESIDENT; START DATE 08/2016; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2) I am a licensed insurance agent. My focus is annuities and Life Insurance. I am paid comissions directly from the insurance carriers.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-12
• S63 Uniform Securities Agent State Law Examination
  2011-02-12

Other Names

• Jay Foley