Back to top

Overview

Services

Advisor Services

  • Portfolio Management
    • -Individuals and/or Small Businesses

Qualifications

Experience

No timeline events available.
Employer Years Dates
Foresight Wealth Management, LLC 8 years, 8 months Jan 2011 - Present
Securities Service Network 6 years, 2 months Jan 2011 - Mar 2017
American United Life 4 months Sep 2010 - Jan 2011
Oneamerica Securities 4 months Sep 2010 - Jan 2011
Penn Mutual Life Ins Co 2 years Sep 2008 - Sep 2010

Designations & Memberships

  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.

Articles and Answers

Insights by Jay Wells

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
As a young professional starting a new career, what would you recommend a Roth IRA or IRA?
Because you are both young and starting out in your career, a ROTH IRA is generally the way to go. The ROTH may provide you tax benefits if and when taxes increase in the future. Because you are young and just starting out in your career I am guessing you are in a lower tax benefit. Many young inves...  (more)
Answered May 2016
I was employed by rummel eye care for 3 yrs what happens to the money when its not rolled over.
If the plan is still active the money should still be in your account and invested the same way you left it. If the company terminated the plan, automatically rolled the money, or cut you a check you should have received notice. 401k plans are great for current employees, but if you are no longer em...  (more)
Answered Jun 2015
What is the best way to prospect for 401k plans.?
Relationships are key, it can sometimes be difficult to differentiate yourself in the competitive world of retirement plans. Build relationships with health brokers, payroll providers, and CPA's who can refer you business. A strong referral can go along way when a prospect is making a decision....  (more)
Answered Jun 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      1
    • as of date
      Jun 25, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      1
    • as of date
      Aug 6, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Foresight Wealth Management, LLC

    Last updated on May 30, 2019
      • $413.8M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $203.0K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees