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Jeremy David Thomas

Foundations Investment Advisors LLC

Phoenix, AZ

St. Louis, MO

CRD 7317026

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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:

Current Employers
Foundations Investment Advisors Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-07-22
  • MO RA
    APPROVED
    Since 2026-07-22

Branch Locations

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

12444 Powerscourt Dr Ste 100, St. Louis, MO 63131 • 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
A Casa Saint Louis MO 10/2020 12/2020
Unemployed Saint Louis MO 03/2020 10/2020
33 Wine Shop And Bar Saint Louis MO 06/2016 03/2020
Northwestern Mutual Life Insurance Company Milwaukee WI 01/2021 06/2026
Northwestern Mutual Investment Services Llc Chesterfield MO 02/2021 06/2026
Northwestern Mutual Wealth Management Company Milwaukee WI 08/2022 06/2026
Foundations Investment Advisors, Llc St. Louis MO 07/2026 Present
The Chamberlin Group St. Louis MO 06/2026 Present
  • 10/2020 → 12/2020
    A Casa
    Saint Louis, MO
  • 03/2020 → 10/2020
    Unemployed
    Saint Louis, MO
  • 06/2016 → 03/2020
    33 Wine Shop And Bar
    Saint Louis, MO
  • 01/2021 → 06/2026
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 02/2021 → 06/2026
    Northwestern Mutual Investment Services Llc
    Chesterfield, MO
  • 08/2022 → 06/2026
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 07/2026 → Present
    St. Louis, MO
  • 06/2026 → Present
    The Chamberlin Group
    St. Louis, MO
Other Businesses

1) CHOSEN SELECTIONS, LLC; NOT INVESTMENT-RELATED; 2002 ALLEN 2W, SAINT LOUIS, MO 63104; OWNER; START DATE: 10/06/2020, 40 HRS/MONTH DEVOTED TO OTHER BUSINESS, 0 HRS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS, ONLINE SALES, DUTIES: IDEALLY SELLING USED BOOKS AND OTHER ITEMS THROUGH AMAZON FBA. 2) THE CHAMBERLIN GROUP; INVESTMENT RELATED; 12444 POWERSCOURT DRIVE SUITE 100 SAINT LOUIS, MO 63131 ; INDEPENDENT INSURANCE AGENT; START DATE: 06/2026; INSURANCE; 64 HRS/MONTH DEVOTED TO OTHER BUSINESS, 64 HRS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS; DUTIES INCLUDE PROVIDING INSURANCE AND ANNUITY SOLUTIONS AND REVIEWING PLANS WITH CLIENTS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-21
S63 Uniform Securities Agent State Law Examination 2022-03-02
  • S65 Uniform Investment Adviser Law Examination
    2026-07-21
  • S63 Uniform Securities Agent State Law Examination
    2022-03-02
Other Names
  • Jeremy David Thomas

View on SEC IAPD

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