Eagle Strategies LLC

Investment Advisor
in Southaven, MS

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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

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management


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


MS Average: 88
Total Number of Accounts


MS Average: 3,892
Average Account Size


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.


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.

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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.

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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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