Jeff Holmes, MBA

Jeff Holmes has been teaching various Retirement Planning Courses for over 20 years. He has a passion  for teaching and helping his clients reach their retirement goals. During his 32 years in the  financial services industry, he has specialized in assisting clients preserve wealth, increase assets  and income, and implement tax saving strategies.

Jeff’s uses holistic planning that considers all aspects and factors that could impact his clients  lives in retirement. This approach begins with client education and knowledge of all options for  their specific situation. He helps his clients with a flexible type of retirement planning that acts  in the client’s best interest and focuses on what is most important to them.

Jeff Holmes is an Investment Advisor Representative (IAR) with Foundations Investment  Advisors, LLC, an SEC Registered Investment Advisory firm. Jeff is Series 66 licensed which is  a securities license required by most states for individuals who act as investment advisors. The Uniform Investment Advisor Law Examination covers laws, regulations, ethics and topics such  as retirement planning, portfolio management strategies and fiduciary responsibilities. He is also  licensed in Life, Accident & Health, Disability and Property & Casualty Insurance which covers  general insurance concepts, insurance policies, provisions, and major tax considerations.

Jeff also holds two certifications. He is a Certified Financial Fiduciary* and a Certified  Retirement Counselor (CRC)**. He is also a member of the National Association of Financial  Fiduciaries (NACFF) and a member of the National Ethics Association (NEA).

His degrees include a Bachelor of Science degree in Civil Engineering Technology as well as a  Master of Business Administration from New Mexico State University (NMSU). During his  college years, he played for the NMSU tennis team. He enjoys spending time with his family and playing tennis.

* Certified Financial Fiduciary is issued by the National Association of Certified Financial Fiduciaries. Certified Financial Fiduciary is reserved for  financial professionals who have successfully completed a certification and training processes established by NACFF and AFEA. **The Certified Retirement Counselor (CRC) designation is awarded to retirement professionals who complete a comprehensive program consisting  of retirement planning, design, management and operations, investment management, compliance, and ethics.


  • Certified Financial Fiduciary
  • Certified Retirement Counselor (CRC)
  • Investment Advisor Representative (IAR)


  • Retirement Planning
  • Asset Management
  • Risk Mitigation

Jeff Holmes

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