Jay
Black
Eagle Strategies LLC
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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
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$20,357,746,578
2,567
95,287
$213,647
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
Innovative Financial Solutions
Eagle Strategies LLC
Nylife Securities LLC
New York Life Insurance Company
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
Pittsburgh, PA
Scranton, PA
Pensacola, FL
Gillette, WY
New Orleans, LA
Renton, WA
Oklahoma City, OK
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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