Fort Myers, FL S Tamiami Trail Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$10,069,831,369
ClientsTotal clients
29,615
AdvisorsAdvisors at this office
2
Of 296 advisors across 181 offices
Location
15701 S Tamiami Trail, Suite 200
Fort Myers FL 33908
Advisors at this office
2
Advisors at this office
Jerry S
Series 65, Series 63
Fort Myers, FL
Foundations Investment Advisors LLC
Jerry Sylvester Jr. is a financial advisor at Foundations Investment Advisors LLC with eight years of industry experience. He holds Series 65 and Series 63 credentials and has worked with firms including Oxford Wealth Group, Walser Wealth Management, and Park Avenue Securities. Outside of advisory roles, he operates as an independent insurance agent specializing in life, accident, health, and annuities insurance. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for nearly 29,615 clients. The firm serves individuals, trusts, estates, and registered investment companies through a network of nearly 300 advisers, offering portfolio management, financial planning, retirement-plan support, and sub-advisory services.
Dane S
CFP®, Series 65
Fort Myers, FL
Foundations Investment Advisors LLC
Dane Spencer is a CFP® with four years of industry experience currently serving at Foundations Investment Advisors LLC in Fort Myers, FL. His prior roles include positions at Noble Origin Advisory Co, Oxford Wealth Group, Beacon Financial Advisors, and Financial Synergies Wealth Advisors. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a large network of investment adviser representatives.
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