Tyler
Jordan
Eagle Strategies LLC
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About this Advisor
Tyler Jordan is a financial advisor operating in Colorado Springs, Colorado with a total of 4 years of relevant experience. Jordan currently works for Eagle Strategies LLC. Over the course of their career, Jordan has held roles at Lowry And Associates, Farmers Insurance Group, Texas A&M - Commerce, New York Life Insurance Co, Nylife Securities, LLC, Eagle Strategies LLC and Pioneer Horizons Financial, LLC. Jordan has Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to advise clients in Colorado and Texas. Eagle Strategies LLC is a business headquartered in New York, NY. The company has offices in 828 locations and a total of 2,392 financial advisors. It has $17 billion in total assets across its 87,580 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 client accounts, 17% belong to high-net-worth investors who have at least $1 million in investable assets. The business performs 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 usually are based on which services the firm provides the client. Fee types charged by Eagle Strategies LLC likely are 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
Tyler Jordan Work History
Tyler has been registered as a financial advisor for 4 years.*
Eagle Strategies LLC
Pioneer Horizons Financial, LLC
New York Life Insurance Co
Nylife Securities, LLC
Lowry And Associates
Texas A&M - Commerce
Farmers Insurance Group
*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 Tyler Jordan 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
Monroe, LA
Nashua, NH
Tacoma, WA
San Mateo, CA
Conrad, MT
Buffalo, NY
Chicago, IL
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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