Jon Paul
Espinoza

Eagle Strategies LLC

CRD#4088404
Investment Advisor
in Albuquerque, NM

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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

Series 63, Series 66

Years of Experience

11 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

Disclosures

No

Office Location

6565 Americas Parkway Ne Suite 300
Albuquerque, NM 87110

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$11,273,733,918

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

2,030

NM Average: 88
Total Number of Accounts

59,118

NM Average: 3,892
Average Account Size

$190,699

NM Average: $1,917,921

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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.

2013 - Present (8 years)

Eagle Strategies LLC

2011 - Present (10 years)

New York Life Insurance Company

2011 - Present (10 years)

Nylife Securities LLC

2009 - 2011 (2 years)

Guardian Life Insurance

2009 - 2011 (2 years)

Park Ave Securities

Disclosures

Jon Paul Espinoza has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Eagle Strategies LLC

David Compas
Minneapolis, MN
Caroline Lukez Byrne
North Royalton, OH
Matthew Angel
Rockland, MA
Daniel Diiorgi
New York, NY
Joseph Colombo
Melville, NY
Edward Nemec
Bethesda, MD
Sydney Hale
Larose, LA

This content was compiled from the SEC and FINRA.

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