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 based in Ames, Iowa, working with Eagle Strategies LLC. Jay has previously held positions at Nylife Securities LLC, New York Life Insurance Company, Rossie Feed And Grain Company, Eagle Strategies LLC, and Innovative Financial Solutions. Jay has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Iowa. Currently, Jay is part of Eagle Strategies LLC, which operates out of Ames, Iowa. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

$20,357,746,578

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

2,567

IA Average: 88
Total Number of Accounts

95,287

IA Average: 3,892
Average Account Size

$213,647

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

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

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

David Anderson
Frisco, TX
Craig Peterson
Pittsburgh, PA
Meaghan Ives
Pensacola, FL
Arjun Srivastava
Scottsdale, AZ
Raymond Stellhorn-Tavera
Newport Beach, CA
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
Glendale, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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