James
Reeves

Eagle Strategies LLC

CRD#5706331
Investment Advisor
in Phoenix, AZ

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About this Advisor

James Reeves is a financial advisor based out of Phoenix, Arizona with a total of 6 years of industry experience. Reeves is on the advisory team at Eagle Strategies LLC. Throughout their career, they have worked at Nylife Securities LLC, New York Life Insurance Co, Agua Fria Financial Group, Eagle Strategies LLC and Mahoney Financial Organization, LLC. Reeves has Series 63 and Series 66 licenses, which qualify them as a securities representative, and can serve investors in Arizona, Ohio and Texas. Eagle Strategies LLC is a registered investment business operating out of New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 financial advisors. It handles $17 billion in total assets among its 87,580 client accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 175 charitable organizations. Of its 87,580 client accounts, 17% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically vary depending on which services are provided. Fees billed by Eagle Strategies LLC most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2355 East Camelback Rd Suite 750
Phoenix, AZ 85016

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

AZ Average: $7,464,549,021
Total Number of Employees

2,392

AZ Average: 88
Total Number of Accounts

87,580

AZ Average: 3,892
Average Account Size

$190,309

AZ Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

James Reeves Work History

James has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Agua Fria Financial Group

2017 - Present (7 years)

Eagle Strategies LLC

2017 - Present (7 years)

Mahoney Financial Organization, LLC

2011 - Present (13 years)

Nylife Securities LLC

2011 - Present (13 years)

New York Life Insurance Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Reeves to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Eagle Strategies LLC

Mark Musallam
Stockton, CA
Arthur Zottola
New York, NY
Ryan Behm
Fort Collins, CO
Ryan Catlaw
Edison, NJ
Peter Lanza
Scranton, PA
Joyce Yoo
San Francisco, CA
Judith Balloff
Knoxville, TN
Perry Thompson
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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