Eagle Strategies LLC

Investment Advisor
in Ames, IA

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About this Advisor

Jay Black is a financial advisor operating out of Ames, Iowa, who has been in the advisory business for 11 years. Black is on the advisory team at Eagle Strategies LLC. Over the course of their career, Black has held roles at Nylife Securities LLC, New York Life Insurance Company, Rossie Feed And Grain Company and Eagle Strategies LLC. Black has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to advise clients in Iowa. Eagle Strategies LLC is a business that has its headquarters in Ames, Iowa. The company has offices in 809 locations and a total of 2,277 financial advisors. It oversees $18 billion in assets across its 84,457 accounts, placing it among the largest firms in the country by assets under management. The firm advises 149 charitable organizations. Of its 84,457 accounts, 21% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm offers a number 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. A financial advisor's fees typically depend on which services the firm provides the client. However, fees billed by Eagle Strategies LLC most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 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

417 Main St
Ames, IA 50010

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management


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


IA Average: 88
Total Number of Accounts


IA Average: 3,892
Average Account Size


IA 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

Jay Black Work History

Jay has 11 years of experience.

2019 - Present (4 years)

Eagle Strategies LLC

2011 - Present (12 years)

Nylife Securities LLC

2011 - Present (12 years)

New York Life Insurance Company

2013 - 2015 (2 years)

Rossie Feed And Grain Company


Jay Black has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Eagle Strategies LLC

Phillip Mabey
Latham, NY
Henry Frazier
San Jose, CA
Mark Howard
Dallas, TX
Zachary Barton
Kyle, TX
David Eddy
Prosper, TX
Jayci Schneider
Lubbock, TX
Christopher Mcdonald
Chicago, IL
Jakob Hart
Sarasota, FL

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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