Rose
Roberts-Jassoy

Eagle Strategies LLC

CRD#1317691
Investment Advisor
in Downers Grove, IL

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About this Advisor

Rose Roberts-Jassoy is a financial advisor working in Downers Grove, Illinois with a total of 21 years of industry experience. Roberts-Jassoy works at Eagle Strategies LLC. Throughout their career, Roberts-Jassoy has worked at New York Life Insurance Co, Nylife Securities Inc, Roberts-Jassoy Financial Group and Eagle Strategies LLC. Roberts-Jassoy holds a Series 63 license, which qualifies them as a securities representative, and is approved to operate in Florida and Illinois. Eagle Strategies LLC is a financial advisory firm that has its headquarters in New York, NY. The company has offices in 828 locations and a total of 2,392 people on staff. It controls $17 billion in total assets across its 87,580 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 175 charitable organizations. Of its 87,580 accounts, 17% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Eagle Strategies LLC has a diverse range 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 usually vary depending on the financial services provided. Fee types billed by Eagle Strategies LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

21 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

2001 Butterfield Road Suite 800
Downers Grove, IL 60515

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

IL Average: 88
Total Number of Accounts

87,580

IL Average: 3,892
Average Account Size

$190,309

IL 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

Rose Roberts-Jassoy Work History

Rose has been registered as a financial advisor for 21 years.*

2021 - Present (3 years)

New York Life Insurance Co

2016 - Present (8 years)

Eagle Strategies LLC

2001 - Present (23 years)

Roberts-Jassoy Financial Group

1984 - Present (40 years)

Nylife Securities Inc

1984 - 2021 (37 years)

New York Life Insurance Co

*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 Rose Roberts-Jassoy 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

Sarah Johnson
Auburn, CA
Deborah Tappan
Pensacola, FL
Judith Balloff
Knoxville, TN
Michael Duke
Mansfield, TX
Zuzana Ambrova
Matthews, NC
Perry Thompson
Dallas, TX
Thuan Pham
San Jose, CA
Jaclyn Magbitang
San Mateo, CA

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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