Unclaimed Profile

Jeffrey David Kayajanian

FOUNDATIONAL RETIREMENT SOLUTIONS LLC·CARLSBAD, California

SIE, Series 7, Series 26, Series 63Clean record10 years registeredFOUNDATIONAL RETIREMENT SOLUTIONS LLC

5973 AVENIDA ENCINAS, CARLSBAD, CA 92008CRD# 1200134Firm CRD# 288564

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey David Kayajanian · CARLSBAD, CA

Registration

CRD #1200134 · FOUNDATIONAL RETIREMENT SOLUTIONS LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FOUNDATIONAL RETIREMENT SOLUTIONS LLC

FOUNDATIONAL RETIREMENT SOLUTIONS LLC

Jan 2020 – Mar 2021

CARLSBAD, CA

FOUNDATIONAL RETIREMENT SOLUTIONS LLC

Jul 2018 – Dec 2019

CARLSBAD, CA

SHELTON CAPITAL MANAGEMENT

Apr 2016 – Nov 2017

Cardiff, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 26

Series 63

Registration record

First registered · April 4, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FOUNDATIONAL RETIREMENT SOLUTIONS LLC

CRD 288564 · SEC 801-114533

AUM

$138M

Regulatory assets under management

Employees

25 client accounts

Services offered by FOUNDATIONAL RETIREMENT SOLUTIONS LLC

Per Form ADV

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at FOUNDATIONAL RETIREMENT SOLUTIONS LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey David Kayajanian offer?

Jeffrey David Kayajanian specializes in Retirement Planning, Wealth Management.

What are Jeffrey David Kayajanian's credentials?

Jeffrey David Kayajanian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey David Kayajanian located?

Jeffrey David Kayajanian is based in CARLSBAD, California, last registered with FOUNDATIONAL RETIREMENT SOLUTIONS LLC.

How does Jeffrey David Kayajanian charge for services?

Jeffrey David Kayajanian's firm is compensated through other: fees embedded in frs cits.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FOUNDATIONAL RETIREMENT SOLUTIONS LLC?

FOUNDATIONAL RETIREMENT SOLUTIONS LLC has approximately 2 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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