Eagle Strategies LLC
About this Advisor
Jon Paul Espinoza is a financial advisor who works out of Albuquerque, New Mexico. Currently a registered financial advisor with Eagle Strategies LLC, Espinoza has 11 years of experience as an investment advisor. Espinoza maintains Series 63 and Series 66 licenses, certifying them as a securities representative. Espinoza is registered to advise customers based out of Texas. During their career, the advisor has held roles at Guardian Life Insurance, Park Ave Securities, New York Life Insurance Company, Nylife Securities LLC and Eagle Strategies LLC. Eagle Strategies LLC is located in Albuquerque, New Mexico, and has 732 other locations in the nation. As a company, Eagle Strategies LLC oversees $11 billion in assets covering 59,118 client accounts and retains more than 2,030 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the country. The firm manages 1,268 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 21% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Eagle Strategies LLC provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Eagle Strategies LLC Brokerage Details
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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
Jon Paul Espinoza Work History
Jon Paul has 11 years of experience.
Eagle Strategies LLC
New York Life Insurance Company
Nylife Securities LLC
Guardian Life Insurance
Park Ave Securities
Jon Paul Espinoza has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Eagle Strategies LLC
North Royalton, OH
New York, NY