Jamie
Moyer

Eagle Strategies LLC

CRD#6889153
Investment Advisor
in Duncansville, PA

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About this Advisor

Jamie Moyer is a financial advisor who works out of Duncansville, Pennsylvania who has 1 year of relevant experience. Moyer is an employee of Eagle Strategies LLC. Throughout their career, Moyer has worked at Park Home, Victoria'S Secret, Hobby Lobby, New York Life Insurance Co, Nylife Securities LLC, Fairways Laboratories and Eagle Strategies LLC. Moyer holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Pennsylvania. Eagle Strategies LLC is a financial advisory business that has its headquarters in New York, NY. The firm has offices in 828 locations and a total of 2,392 people on staff. It handles $17 billion in assets between its 87,580 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 175 charities and foundations. Of its 87,580 client accounts, 17% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Eagle Strategies LLC offers a broad assortment 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 advisory fee schedules typically vary depending on the services offered. However, fee types charged by Eagle Strategies LLC likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

311 14Th Street
Duncansville, PA 16635

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

PA Average: 88
Total Number of Accounts

87,580

PA Average: 3,892
Average Account Size

$190,309

PA 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

Jamie Moyer Work History

Jamie has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Eagle Strategies LLC

2017 - Present (7 years)

New York Life Insurance Co

2017 - Present (7 years)

Nylife Securities LLC

2018 - 2019 (1 year)

Fairways Laboratories

2016 - 2017 (1 year)

Park Home

2015 - 2016 (1 year)

Victoria'S Secret

2012 - 2015 (3 years)

Hobby Lobby

*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 Jamie Moyer 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
Jaclyn Magbitang
San Mateo, CA
Daniel Lopez
Thousand Oaks, CA
Michael Golosovker
Nashua, NH
John Schweitzer
Overland Park, KS
Zuzana Ambrova
Matthews, NC
Thuan Pham
San Jose, CA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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