Jasmita
Patel
Eagle Strategies LLC
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About this Advisor
Jasmita Patel is a financial advisor working out of Tustin, California who has 9 years of relevant experience. Patel currently works for Eagle Strategies LLC. Throughout their career, Patel has worked at New York Life Insurance Company, Nylife Securities, LLC, R.H. Morris Insurance And Financial Services, Eagle Strategies LLC, Jjp Insurance Services and Axiom Financial & Insurance Solutions. Patel maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and can operate in California and Texas. Eagle Strategies LLC is a financial advisory business based out of New York, NY. It has offices in 828 locations and a total of 2,392 financial advisors. It administers $17 billion in assets between its 87,580 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 175 charitable organizations. Of its 87,580 client accounts, 17% are associated with high-net-worth investors who have more than $1 million in investable assets. The business provides a broad set 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. Financial management fees typically vary depending on which services are offered. Fee types charged by Eagle Strategies LLC may include some combination 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
Jasmita Patel Work History
Jasmita has been registered as a financial advisor for 9 years.*
Axiom Financial & Insurance Solutions
Eagle Strategies LLC
R.H. Morris Insurance And Financial Services
Jjp Insurance Services
Nylife Securities, LLC
New York Life Insurance Company
*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 Jasmita Patel 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
Chicago, IL
Monroe, LA
San Jose, CA
Madison, CT
Fairfax, VA
Tacoma, WA
Matthews, NC
Lincoln, NE
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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