Eagle Strategies LLC
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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
Years of Experience
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Eagle Strategies LLC Brokerage Details
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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.
Eagle Strategies LLC
Nylife Securities LLC
New York Life Insurance Company
Rossie Feed And Grain Company
Jay Black has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Eagle Strategies LLC
San Jose, CA
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 email@example.com.
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