Jack
Hall

Eagle Strategies LLC

CRD#2674568
Investment Advisor
in Albuquerque, NM

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About this Advisor

Jack Hall is a financial advisor based out of Albuquerque, New Mexico with 17 years of industry experience. Hall is on the advisory team at Eagle Strategies LLC. The advisor has gained experience at High Point Financial Group, LLC, New York Life Ins Co, Nylife Securities Inc, Lobo Wealth Strategies- and Eagle Strategies LLC. Hall holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to serve investors in New Mexico, Texas and Wyoming. Eagle Strategies LLC is a financial advisory business operating out of New York, NY. The company has offices in 828 locations and a total of 2,392 people on staff. It has $17 billion in assets across its 87,580 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 175 charities and foundations. Of its 87,580 client accounts, 17% are associated with high-net-worth investors who have at least $1 million in assets. Eagle Strategies LLC has a diverse array of services, including 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 depend on which services the firm provides the client. However, fees charged by Eagle Strategies LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

17 years

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

8220 San Pedro Ne Suite 110
Albuquerque, NM 87113

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

NM Average: 88
Total Number of Accounts

87,580

NM Average: 3,892
Average Account Size

$190,309

NM 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

Jack Hall Work History

Jack has been registered as a financial advisor for 17 years.*

2023 - Present (1 year)

High Point Financial Group, LLC

2009 - Present (15 years)

Lobo Wealth Strategies-

2006 - Present (18 years)

Eagle Strategies LLC

1995 - Present (29 years)

New York Life Ins Co

1995 - Present (29 years)

Nylife Securities Inc

*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 Jack Hall 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

Joshua Mccarthy
Buffalo, NY
Kristen Han
Bayside, NY
Daniel Lopez
Thousand Oaks, CA
Vanessa Bucklin
Conrad, MT
Christopher Mcdonald
Chicago, IL
Zuzana Ambrova
Matthews, NC
Thuan Pham
San Jose, CA
Kyoung Lee
Fairfax, VA

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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