John Bearl Harkins

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

• 01/2006 → Present
  A.E.I. Llc
  Slidell, LA
• 11/2021 → Present
  Foundations Investment Advisors, Llc
  Slidell, LA
• 01/2019 → Present
  Harkins, Llc
  Slidell, LA

Other Businesses

01/2006 TO PRESENT - OWNER A.E.I., L.L.C. Not Investment Related 1349 Corporate Square Suite 3, Slidell Louisiana, 70458 Cargo Securing Design and Analysis Owner Start date January 2006 20-30 Hours per month activity 5-10 hours devoted during securities trading Analysis and design for heavy haul transports on an ad-hoc basis primarily for oil field offshore transports. 01/2019 TO PRESENT - OWNER HARKINS, LLC Insurance and Investment Related 1349 Corporate Square Suite 3, Slidell Louisiana, 70458 Insurance and Retirement Strategies marketing and independent insurance representation. Owner Start date January 2019 40 Hours per month activity 40 hours devoted during securities trading Analysis and construction of personal economic models for forecasting retirement cash flow.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-14

Other Names

• John Bearl Harkins, Jr