# JAMES MATTHEW FOLEY

JAMES MATTHEW FOLEY is an investment adviser representative (IAR) with state registration records since 2017, appearing at 5 firms. Currently registered with KINETIC INVESTMENT MANAGEMENT, INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [KINETIC INVESTMENT MANAGEMENT, INC.](https://search.stillhousedata.com/firm/283034) | 2022-01-03 | present | Yes |
| [AE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/282580) | 2020-08-10 | 2021-12-16 | — |
| [ELEVATED CAPITAL ADVISORS, LLC](https://search.stillhousedata.com/firm/226721) | 2020-01-07 | 2020-07-08 | — |
| [AE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/282580) | 2018-09-06 | 2018-10-29 | — |
| [QUESTAR ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/133358) | 2018-04-27 | 2018-07-24 | — |
| [CREATIVEONE WEALTH, LLC](https://search.stillhousedata.com/firm/281213) | 2017-03-01 | 2017-12-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2706932)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2706932.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.