Jeffrey
Japel
Eagle Strategies LLC
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About this Advisor
Jeffrey Japel is a financial advisor who works in Bismarck, North Dakota, with a total of 7 years of relevant experience. Japel is on the advisory team at Eagle Strategies LLC. During their career, the advisor has held roles at New York Life, Nylife Securities LLC and Eagle Strategies LLC. Japel holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Dakota. Eagle Strategies LLC is a financial advisory company that has its headquarters in New York, NY. The firm has offices in 828 locations and a total of 2,392 employees. It has $17 billion in assets between its 87,580 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 175 charities and foundations. Of its 87,580 customer accounts, 17% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm performs 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 advisory fees depend on the financial services provided. Fees billed by Eagle Strategies LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$16,667,263,900
2,392
87,580
$190,309
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
Jeffrey Japel Work History
Jeffrey has been registered as a financial advisor for 7 years.*
Eagle Strategies LLC
New York Life
Nylife Securities 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 Jeffrey Japel 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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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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