Kalamazoo, MI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Fairway Investment Group, LLC
Team
Firm-wide stats for Fairway Investment Group, LLC
About
Fairway Investment Group primarily serves members of the Michigan Education Association (MEA) and their families, along with individual clients, trusts, estates and select businesses, offering fee‑based investment advisory and portfolio management services. The firm delivers advice through LPL Financial‑sponsored programs — including Strategic Wealth Management, Optimum Market Portfolios, Model Wealth Portfolios and Guided Wealth Portfolios — and tailors recommendations to each client’s objectives.
The firm operates predominantly on a non‑discretionary basis; as of March 13, 2026 it reported $107,053,311 managed on a non‑discretionary basis and it does not permit its IARs to effect discretionary trading for client accounts. Advisors use an Investor Profile Questionnaire to determine asset allocation and employ fundamental, technical and cyclical analysis, with regular monitoring and rebalancing and the option to select LPL or third‑party strategists for model portfolios (some LPL programs grant LPL discretionary authority to implement the selected strategy).
Fairway Investment Group is affiliated under common control with MEA Financial Services and Paradigm Equities, Inc., and its IARs are dually registered as broker‑dealer representatives and licensed insurance agents, relationships the brochure discloses as potential conflicts of interest. The firm also documents a practice of hosting or participating in educational meetings and client workshops and receiving support or reimbursement from LPL and product sponsors, a combination of affiliations and client‑education activities that is less common among comparable team firms.
Based on Fairway Investment Group, LLC
Expertise
Based on Fairway Investment Group, LLC
Location
Kalamazoo MI
Advisors at this office
2
Advisors at this office
Julie J
Series 65, Series 63
Kalamazoo, MI
Fairway Investment Group, LLC
Julie Jones is a financial advisor with Fairway Investment Group, LLC, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. She has worked at Fairway Investment Group since 2018 and is also associated with Paradigm Equities, Inc. and MEA Financial Services. Outside of her advisory role, she is involved in coaching high school athletes in multiple sports and has officiated competitive cheer competitions since 1994. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services, operating mainly on a non-discretionary basis and using detailed investor profiling alongside fundamental, technical, and cyclical analysis to tailor client strategies.
Nicholas D
Series 66
Kalamazoo, MI
Fairway Investment Group, LLC
Nicholas De Vries is an investment advisor at Fairway Investment Group, LLC with three years of industry experience. He holds the Series 66 designation and previously worked with Paradigm Equities, Inc. and MEA Financial Services. Outside of his advisory role, he is also involved as an insurance representative with MEA Financial Services. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services using a predominantly non-discretionary approach with tailored recommendations based on fundamental, technical, and cyclical analysis.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)