Weylin Mcadams

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

• 07/2025 → 11/2025
  J.P. Morgan Securities Llc
  Tempe, AZ
• 07/2025 → 11/2025
  Jpmorgan Chase Bank, N.A.
  Tempe, AZ
• 01/2023 → 06/2025
  Merrill Edge
  Chandler, AZ
• 09/2022 → 12/2022
  Loan Simple, Inc
  Tempe, AZ
• 07/2022 → 08/2022
  Unemployed
  Chandler, AZ
• 03/2021 → 06/2022
  Loandepot
  Scottsdale, AZ
• 10/2020 → 02/2021
  Mr. Cooper
  Chandler, AZ
• 12/2010 → 10/2020
  Trustee Services Of Arizona
  Tempe, AZ
• 06/2026 → Present
  Foundations Investment Advisors, Llc
  Tempe, AZ
• 12/2025 → Present
  Asset Preservation Wealth & Tax
  Tempe, AZ

Previous Registrations

• 2025-08-01 → 2025-11-13
  J.P. Morgan Securities Llc
  Tempe, AZ
• 2023-05-08 → 2025-06-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  New York, NY
  Chandler, AZ

Exams

• S66 Uniform Combined State Law Examination
  2023-05-05

Other Names

• Weylin G Mcadams
• Weylin Garland Mcadams