Jason
Depetris
Eagle Strategies LLC
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About this Advisor
Jason Depetris is a certified financial planner working in Long Beach, California with 1 year of industry experience. Depetris currently works for Eagle Strategies LLC. The advisor has gained experience at New York Life Insurance Co, Nylife Securities LLC, Be Here Now Insurance And Financial Services and Eagle Strategies LLC. Depetris has a Series 63 license, designating them as a securities broker, and is approved to advise clients in California and Texas. Eagle Strategies LLC is a business headquartered in New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 people on staff. It controls $17 billion in total assets between its 87,580 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advisory services to 175 charitable organizations. Of its 87,580 customer accounts, 17% are held by high-net-worth clients who have at least $1 million in investable assets. Eagle Strategies LLC 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 largely are based on which service is provided. However, fees charged by Eagle Strategies LLC likely include some blend 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
Jason Depetris Work History
Jason has been registered as a financial advisor for 1 years.*
Eagle Strategies LLC
Be Here Now Insurance And Financial Services
Nylife Securities LLC
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 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
Fairfax, VA
Tacoma, WA
Madison, CT
Chicago, IL
Lincoln, NE
San Mateo, CA
Matthews, NC
San Jose, CA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
