Aaron
Jones

Eagle Strategies LLC

CRD#5896065
Investment Advisor
in Atlanta, GA
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About this Advisor

Aaron Jones is a chartered financial consultant working out of Atlanta, Georgia, who has been in the financial industry for 14 years. Jones currently works for Eagle Strategies LLC. Throughout their career, they have worked at Nylife Securities LLC, New York Life Insurance Company, Harvey'S Restaurant, New York Life Insurance and Eagle Strategies LLC. Jones maintains a Series 63 license, which qualifies them as a securities broker, and is able to work in Georgia. Eagle Strategies LLC is a registered investment firm based out of Atlanta, Georgia. The firm has offices in 791 locations and a total of 1,913 advisors. It has $8 billion in assets under management between its 41,236 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 41 charitable organizations. Of its 41,236 client accounts, 22% are held by high-net-worth clients who have greater than $1 million in assets. Eagle Strategies LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees typically vary depending on which service is provided. Fees billed by Eagle Strategies LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

14 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

Disclosures

No

Office Location

5909 Peachtree Dunwoody Road Building D Suite 1100
Atlanta, GA 30328

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$8,546,118,534

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

1,965

GA Average: 88
Total Number of Accounts

50,776

GA Average: 3,892
Average Account Size

$168,310

GA Average: $1,917,921

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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

Aaron Jones Work History

Aaron has 14 years of experience.

2018 - Present (1 years)

Eagle Strategies LLC

2013 - Present (6 years)

New York Life Insurance

2013 - Present (6 years)

Nylife Securities LLC

2011 - 2013 (2 years)

Nylife Securities LLC

2011 - 2013 (2 years)

New York Life Insurance Company

2004 - 2011 (7 years)

Harvey'S Restaurant

Disclosures

Aaron Jones has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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