Jason
Depetris
Eagle Strategies LLC
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About this Advisor
Jason Depetris is a financial advisor based in Long Beach, California, working with Eagle Strategies LLC. Jason has previously held positions at New York Life Insurance Co, Nylife Securities LLC, Be Here Now Insurance And Financial Services, and Eagle Strategies LLC. Jason has passed the Series 63 regulatory exam and is registered to provide services in California and Texas. Currently, Jason is part of Eagle Strategies LLC, which operates out of Long Beach, California. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$20,357,746,578
2,567
95,287
$213,647
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
Jason Depetris Work History
Eagle Strategies LLC
Be Here Now Insurance And Financial Services
Nylife Securities LLC
New York Life Insurance Co
Disclosures
Please visit the SEC profile of Jason Depetris 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
Seattle, WA
Huntsville, AL
Pensacola, FL
Gillette, WY
New York, NY
Renton, WA
Oklahoma City, OK
Glendale, CA
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