J
Hollingsworth

Eagle Strategies LLC

CRD#5609623
Investment Advisor
in Greenville, NC

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About this Advisor

J Hollingsworth is a financial advisor who works out of Greenville, North Carolina who has 2 years of relevant experience. Hollingsworth is currently employed by Eagle Strategies LLC. Over the course of their career, Hollingsworth has held roles at Wells Fargo Clearing Services, LLC, New York Life Insurance Co, Nylife Securities LLC, Eagle Strategies LLC and Wells Fargo Advisors, LLC. Hollingsworth has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in North Carolina. Eagle Strategies LLC is an advisory company headquartered in New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 people on staff. It oversees $17 billion in assets under management between its 87,580 accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advice to 175 charitable organizations. Of its 87,580 client accounts, 17% are associated with high-net-worth clients who have at least $1 million in assets. Eagle Strategies LLC has a number 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. Fees for financial advice typically depend on which services the firm provides the client. Fees billed by Eagle Strategies LLC likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

1302 E Firetower Road Suite 1
Greenville, NC 27858-4124

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

NC Average: 88
Total Number of Accounts

87,580

NC Average: 3,892
Average Account Size

$190,309

NC 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

J Hollingsworth Work History

J has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

New York Life Insurance Co

2021 - Present (3 years)

Nylife Securities LLC

2021 - Present (3 years)

Eagle Strategies LLC

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors, LLC

*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 J Hollingsworth 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
Walter Lawrence
Monroe, LA
Justin Lindahl
Madison, CT
Kyoung Lee
Fairfax, VA
Zuzana Ambrova
Matthews, NC
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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