Jerod Bland
Jerod Bland is a registered investment advisor at Foundations Investment Advisors LLC, based in Phoenix, AZ, with 15 years of industry experience. Jerod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 25,166 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle. The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser fees are included in the fee schedule above.
Fee Estimator
Location
4050 E. Cotton Center Blvd., Suite 40, Phoenix, AZ, 85040
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2012Other Business ActivitiesSells Insurance
Jerod is a licensed insurance agent offering fixed insurance products such as life insurance, annuities, disability insurance, long-term care insurance, and Medicare supplements, earning commissions and potential fixed life trails. He dedicates about a quarter of his time to this activity and also conducts financial literacy seminars as part of his marketing efforts.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Prosperity Capital Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Center Street Advisors, INC.
Center Street Securities, INC.Broker
Gwn Securities INC.Broker
Onpointe Advisory and Financial Services, LLC
Metlife Securities INC.
Metlife Securities INC.Broker
Edward Jones
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.