Jacob
Thomfohrda
Eagle Strategies LLC
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About this Advisor
Jacob Thomfohrda is a financial advisor who works in Deerfield, Illinois with 1 year of industry experience. Thomfohrda works at Eagle Strategies LLC. The advisor has gained experience at Prudential/Pruco Securities LLC, Wells Fargo, Kantar Media, Pizza Hut, Duffy For Congress, St Cloud State University, Uber Technologies, Mancave Craft Meats, Nylife Securities LLC, Gary A Erickson, Endurance, Lyft, Securian Financial Via Robert Half, Tesla, Randstad and Eagle Strategies LLC. Thomfohrda has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois and Wisconsin. Eagle Strategies LLC is a registered investment business headquartered in New York, NY. The firm has offices in 828 locations and a total of 2,392 people on staff. It has $17 billion in assets between its 87,580 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 175 charities and foundations. Of its 87,580 accounts, 17% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company provides a wide assortment 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 for financial management vary depending on which services are provided. However, fees charged by Eagle Strategies LLC can include 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
Jacob Thomfohrda Work History
Jacob has been registered as a financial advisor for 1 years.*
Eagle Strategies LLC
Nylife Securities LLC
Gary A Erickson
Endurance
Lyft
Securian Financial Via Robert Half
Tesla
Mancave Craft Meats
Prudential/Pruco Securities LLC
Uber Technologies
Wells Fargo
Randstad
Kantar Media
Duffy For Congress
Pizza Hut
St Cloud State University
*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 Jacob Thomfohrda to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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