Jeffrey
Perryman

Eagle Strategies LLC

CRD#2019969
Investment Advisor
in Windsor, CO

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About this Advisor

Jeffrey Perryman is a financial advisor operating in Windsor, Colorado with a total of 12 years of relevant experience. Perryman is an employee of Eagle Strategies LLC. Over the course of their career, Perryman has held roles at New York Life Ins, Nylife Securities Inc and Legacy & Wealth Professionals. Perryman maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado and Texas. Eagle Strategies LLC is a registered investment company that has its headquarters in New York, NY. It has offices in 828 locations and a total of 2,392 people on staff. It controls $17 billion in assets under management across its 87,580 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 175 charitable organizations. Of its 87,580 accounts, 17% belong to high-net-worth investors who have more than $1 million in investable assets. Eagle Strategies LLC has 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. Financial management fees largely vary depending on which services the firm provides the client. However, fees charged by Eagle Strategies LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

12 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

37156 Dickerson Run
Windsor, CO 80550

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

CO Average: 88
Total Number of Accounts

87,580

CO Average: 3,892
Average Account Size

$190,309

CO 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

Jeffrey Perryman Work History

Jeffrey has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Legacy & Wealth Professionals

1990 - Present (34 years)

New York Life Ins

1990 - Present (34 years)

Nylife Securities Inc

*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 Jeffrey Perryman 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

Jaclyn Magbitang
San Mateo, CA
Walter Lawrence
Monroe, LA
Christopher Mcdonald
Chicago, IL
Kyoung Lee
Fairfax, VA
Bradley Brodersen
Lincoln, NE
Thuan Pham
San Jose, CA
Justin Lindahl
Madison, CT

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.

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