Jeffrey Foley has been Chief Compliance Officer/Managing Member of Paladin Wealth since April 2017, is a control person of the firm and directly owns between 50% and 75% of it. Jeffrey Foley holds a Master of Science in Management from The American College.
Paladin Wealth, LLC is an Arden Hills, MN firm with $217M under management, 518 clients and 8 advisers across 2 offices, as of its September 2026 filing.
Jeff Foley is Founder and Investment Advisor Representative of Paladin Financial, based in Arden Hills, Minnesota. He helps clients with income planning, asset optimization, tax-efficient strategies and legacy planning. Before founding Paladin Financial, he spent over 20 years in corporate America, where he led sales teams and developed product and marketing platforms. He began his career in financial services in 1997.
Jeffrey Foley’s longest registration is the current one, 9 years at Paladin Capital since 2017. Before joining Paladin Wealth in 2017, Jeffrey Foley was registered through Gradient Wealth Management and Gradient Advisors, LLC.
- Maggi Investment Services, LLCAlso current– present · under a yearArden Hills, MN · Adviser representative · Firm CRD 156856
- Gradient Investments, LLC– · under a yearArden Hills, MN · Adviser representative · Firm CRD 141726
- Paladin FinancialCurrent– present · 9 yearsArden Hills, MN · Adviser representative · Firm CRD 288387
- Paladin CapitalAlso current– present · 9 yearsArden Hills, MN · Adviser representative · Firm CRD 288037
- Gradient Wealth Management– · 2 yearsArden Hills, MN · Adviser representative · Firm CRD 127701
- Gradient Advisors, LLC– · 5 yearsArden Hills, MN · Adviser representative · Firm CRD 152665
- Gradient Investments, LLC– · 1 yearShoreview, MN · Adviser representative · Firm CRD 141726
Professional designations
Listed by Paladin Wealth
- CFP®
- CTS™
Investment adviser representative registrations
Jeffrey Foley is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from April 2017; the most recent is Texas, in January 2022.
- KansasSince 12 June 2017
- MinnesotaSince 18 April 2017
- TexasResidentSince 5 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 52TO | Municipal Securities Representative Examination | 25 September 2025 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 53 | Municipal Securities Principal Examination | 16 August 2010 |
| Series 66 | Uniform Combined State Law Examination | 3 October 2008 |
| Series 24 | General Securities Principal Examination | 4 March 2002 |
| Series 7 | General Securities Representative Examination | 27 December 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 August 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 August 2000 |
- Name
- Municipal Securities Representative Examination
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeffrey Allen Foley
- CRD
- 4237174
- Firm
- Paladin Wealth · CRD 288387
- Role
- Chief Compliance Officer/Managing Member
- Office
- 4105 LEXINGTON AVENUE NORTH,, SUITE 230, Arden Hills, MN 55126
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- paladinfinancial.com
Where does Jeffrey Foley work?
Jeffrey Foley has been Chief Compliance Officer/Managing Member of Paladin Wealth, LLC since April 2017, and is a control person of the firm.
Is Jeffrey Foley a financial advisor?
Yes. Jeffrey Foley has a current investment-adviser registration in Kansas, Minnesota and Texas, through Paladin Wealth since May 2017.
How many years of experience does Jeffrey Foley have?
Jeffrey Foley has 23 years in the financial industry, since November 2002, across 6 adviser firms.
What exams has Jeffrey Foley passed?
Jeffrey Foley has passed 8 licensing exams: the Series 6, Series 63, Series 7, Series 24, Series 66, Series 53, Series 99TO and Series 52TO. The earliest, the Series 6, was passed in August 2000. FINRA credited Jeffrey Foley with the SIE, which began in October 2018.
Where did Jeffrey Foley work before Paladin Wealth?
Before Paladin Wealth, Jeffrey Foley was registered through Gradient Advisors, LLC, February 2010 to April 2015; Gradient Investments, LLC, October 2008 to February 2010.
Where is Jeffrey Foley based?
Jeffrey Foley’s registered office is in Arden Hills, MN.
Is Jeffrey Foley registered with FINRA?
Yes. Jeffrey Foley has a current broker registration, under CRD 4237174.
Source: FINRA BrokerCheck
Is Jeffrey Foley a CFP?
Paladin Wealth lists Jeffrey Foley with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Jeff Foley, CFP®, CTS™ biography, paladinfinancial.com
How can I verify Jeffrey Foley’s record?
Search CRD 4237174 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffrey Foley’s full registration record.
