Jason
Eagle

Regal Investment Advisors LLC

CRD#5650869
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Jason Eagle is a financial advisor based in Grand Rapids, Michigan, working with Regal Investment Advisors LLC. Jason has previously held positions at Minnesota Life Insurance Company, Securian Financial Services Inc, Gv Financial Advisors Inc, Mercer Global Advisors, Inc, Gv Atlanta, Inc, Joyn Advisors, Inc, Joyn Atlanta, Inc, and Regal Investment Advisors, LLC. Jason has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Georgia. Currently, Jason is part of Regal Investment Advisors LLC, which operates out of Grand Rapids, Michigan. The firm has 77 offices and 140 employees. The firm manages assets totaling $2.6 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Regal Investment Advisors LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2687 44Th Street Se
Grand Rapids, MI 49512

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Regal Investment Advisors LLC Brokerage Details

Total Assets Under Management

$2,550,489,630

MI Average: $943,424,332
Total Number of Employees

140

MI Average: 21
Total Number of Accounts

12,870

MI Average: 1,586
Average Account Size

$198,173

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jason Eagle Work History

2020 - Present (4 years)

Regal Investment Advisors, LLC

2016 - 2020 (4 years)

Minnesota Life Insurance Company

2016 - 2020 (4 years)

Securian Financial Services Inc

2016 - 2016 (< 1 year)

Gv Financial Advisors Inc

2016 - 2016 (< 1 year)

Gv Atlanta, Inc

2016 - 2020 (4 years)

Joyn Advisors, Inc

2016 - 2020 (4 years)

Joyn Atlanta, Inc

2009 - 2016 (7 years)

Mercer Global Advisors, Inc

Disclosures

Please visit the SEC profile of Jason Eagle 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 Regal Investment Advisors LLC

Thomas Norton
Grand Rapids, MI
Richard Law
Grand Rapids, MI
Michael Doherty
Grand Rapids, MI
Anthony Kulka
Independence, OH
Katherine Downing
Grand Rapids, MI
Roger Godin
Independence, OH
Mario Ruiz
Austin, TX
Chad Reibold
San Dimas, 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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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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