Aaron
Jones

Eagle Strategies LLC

CRD#5896065
Investment Advisor
in Southaven, MS

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Aaron Jones is a chartered financial consultant who works out of Southaven, Mississippi, who has 1 year of relevant experience. Jones is currently employed by Eagle Strategies LLC. Over the course of their career, Jones has held roles at Nylife Securities LLC, New York Life Insurance Company and Eagle Strategies LLC. Jones holds a Series 63 license, designating them as a securities agent, and is approved to serve investors in Mississippi. Eagle Strategies LLC is a registered investment company operating out of New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 people on staff. It handles $17 billion in assets under management between its 87,580 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 175 charities and foundations. Of its 87,580 customer accounts, 17% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Eagle Strategies LLC has 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. Financial management fee schedules typically vary depending on the type of financial services offered. Fees billed by Eagle Strategies LLC most likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

1 year

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

Southaven, MS

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

MS Average: 88
Total Number of Accounts

87,580

MS Average: 3,892
Average Account Size

$190,309

MS 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

Aaron Jones Work History

Aaron has been registered as a financial advisor for 1 years.*

2018 - Present (6 years)

Eagle Strategies LLC

2013 - Present (11 years)

New York Life Insurance Company

2013 - Present (11 years)

Nylife Securities LLC

2011 - 2013 (2 years)

Nylife Securities LLC

2011 - 2013 (2 years)

New York Life Insurance 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 Aaron Jones 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

Daniel Lopez
Thousand Oaks, CA
Lynzie Wolters
Roseville, CA
Kyoung Lee
Fairfax, VA
Jaclyn Magbitang
San Mateo, CA
Zuzana Ambrova
Matthews, NC
Vanessa Bucklin
Conrad, MT
Thuan Pham
San Jose, CA
Christopher Mcdonald
Chicago, IL

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started