Jay
Black

Eagle Strategies LLC

CRD#5996880
Investment Advisor
in Ames, IA

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About this Advisor

Jay Black is a financial advisor working in Ames, Iowa, with a total of 4 years of relevant experience. 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, Eagle Strategies LLC and Innovative Financial Solutions. Black has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to serve investors in Iowa. Eagle Strategies LLC is an advisory firm headquartered in New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 employees. It has $17 billion in total assets between its 87,580 client 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 investors who have greater than $1 million in assets. The advisory firm provides a number 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. Fees for financial advisory services usually are based on which services the firm provides the client. However, fees billed by Eagle Strategies LLC can be comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 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

$16,667,263,900

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

2,392

IA Average: 88
Total Number of Accounts

87,580

IA Average: 3,892
Average Account Size

$190,309

IA 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

Jay Black Work History

Jay has been registered as a financial advisor for 4 years.*

2022 - Present (2 years)

Innovative Financial Solutions

2019 - Present (5 years)

Eagle Strategies LLC

2011 - Present (13 years)

Nylife Securities LLC

2011 - Present (13 years)

New York Life Insurance Company

2013 - 2015 (2 years)

Rossie Feed And Grain 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 Jay Black 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

Lynzie Wolters
Roseville, CA
Barrett Ethington
South Jordan, UT
Daniel Lopez
Thousand Oaks, CA
Vanessa Bucklin
Conrad, MT
Kristen Han
Bayside, NY
Zuzana Ambrova
Matthews, NC
Kyoung Lee
Fairfax, VA
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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