Jason
Eagle

Joyn Advisors, Inc

CRD#5650869
Investment Advisor
in Atlanta, GA
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About this Advisor

Jason Eagle is a certified financial planner in Atlanta, Georgia. Currently a registered investment advisor at Joyn Advisors, Inc, Eagle has 12 years of professional experience. Eagle maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Eagle is able to operate in Georgia. Their career trajectory has included roles at University Of Georgia, Mercer Global Advisors, Inc, Minnesota Life Insurance Company, Securian Financial Services Inc, Gv Financial Advisors Inc, Joyn Atlanta, Inc, Gv Atlanta, Inc and Joyn Advisors, Inc. Joyn Advisors, Inc is headquartered in Atlanta, Georgia. In aggregate, Joyn Advisors, Inc oversees $1 billion in assets throughout 3,100 client accounts and employs more than 43 people. The amount of assets the firm manages places it among the largest financial advisory firms in the nation. The firm manages 3,094 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 12% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Joyn Advisors, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Fixed Fees

Disclosures

No

Office Location

1100 Abernathy Road Suite 500
Atlanta, GA 30328-5646

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Joyn Advisors, Inc Brokerage Details

Total Assets Under Management

$1,442,637,127

GA Average: $3,570,121,308
Total Number of Employees

43

GA Average: 58
Total Number of Accounts

3,100

GA Average: 1,608
Average Account Size

$465,367

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jason Eagle Work History

Jason has 12 years of experience.

2016 - Present (3 years)

Minnesota Life Insurance Company

2016 - Present (3 years)

Securian Financial Services Inc

2016 - Present (3 years)

Joyn Atlanta, Inc

2016 - Present (3 years)

Joyn Advisors, Inc

2016 - 2016 (< 1 year)

Gv Financial Advisors Inc

2016 - 2016 (< 1 year)

Gv Atlanta, Inc

2009 - 2016 (7 years)

Mercer Global Advisors, Inc

2006 - 2008 (2 years)

University Of Georgia

Disclosures

Jason Eagle has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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