Jerry
Coats
Eagle Strategies LLC
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About this Advisor
Jerry Coats is a chartered financial consultant operating in Little Rock, Arkansas who has 19 years of relevant experience. Coats currently works for Eagle Strategies LLC. Coats has gained experience at New York Life Insurance Company, Nylife Securities LLC, Integrated Financial, Eagle Strategies LLC, Jerry Coats And Associates and Insight Wealth. Coats maintains a Series 63 license, designating them as a securities representative, and is registered to advise clients in Arkansas and Texas. Eagle Strategies LLC is a firm headquartered in New York, NY. The company has offices in 828 locations and a total of 2,392 advisors. It controls $17 billion in total assets among its 87,580 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 175 charities and foundations. Of its 87,580 client accounts, 17% are associated with high-net-worth clients who have more than $1 million in assets. Eagle Strategies LLC offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees vary depending on the type of financial services offered. However, fees billed by Eagle Strategies LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$16,667,263,900
2,392
87,580
$190,309
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
Jerry Coats Work History
Jerry has been registered as a financial advisor for 19 years.*
Insight Wealth
Eagle Strategies LLC
Nylife Securities LLC
New York Life Insurance Company
Jerry Coats And Associates
Integrated Financial
*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 Jerry Coats 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
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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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