Jennifer
Lane

Eagle Strategies LLC

CRD#5486049
Investment Advisor
in Carmel, IN

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About this Advisor

Jennifer Lane is a financial advisor based in Carmel, Indiana, with 5 years of relevant experience. Lane is on the advisory team at Eagle Strategies LLC. Lane has gained experience at New York Life Insurance Company, Nylife Securities LLC and Eagle Strategies LLC. Lane holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Indiana. Eagle Strategies LLC is an advisory company based out of New York, NY. The company has offices in 828 locations and a total of 2,392 employees. It oversees $17 billion in assets under management between its 87,580 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 175 charitable organizations. Of its 87,580 client accounts, 17% are held by high-net-worth clients who have greater than $1 million in assets. Eagle Strategies LLC has a broad set 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. A financial advisor's fees depend on which services the firm provides the client. However, fee types charged by Eagle Strategies LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

11595 N Meridian Street Suite 850
Carmel, IN 46032

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

IN Average: 88
Total Number of Accounts

87,580

IN Average: 3,892
Average Account Size

$190,309

IN 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

Jennifer Lane Work History

Jennifer has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Eagle Strategies LLC

2014 - Present (10 years)

Nylife Securities LLC

2008 - Present (16 years)

New York Life Insurance Company

*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 Jennifer Lane 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

Joshua Mccarthy
Buffalo, NY
Michael Golosovker
Nashua, NH
Daniel Lopez
Thousand Oaks, CA
Vanessa Bucklin
Conrad, MT
Zuzana Ambrova
Matthews, NC
Bradley Brodersen
Lincoln, NE
Christopher Mcdonald
Chicago, IL
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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