John
Jackson

Eagle Strategies LLC

CRD#2479665
Investment Advisor
in Austin, TX
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About this Advisor

John Jackson is a certified financial planner in Austin, Texas. Currently a registered investment advisor at Eagle Strategies LLC, they have accrued an impressive 24 years of work experience. Jackson holds a Series 63 license, which designates them as a securities broker. Jackson is able to act as an advisor based out of Texas. Over the course of their career, they have held roles at Nylife Securities Inc, New York Life Insurance Company and Eagle Strategies LLC. Eagle Strategies LLC is located in Austin, Texas, and operates out of 791 offices across the United States. As a company, Eagle Strategies LLC manages $8 billion in assets across 41,236 client accounts and retains more than 1,913 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the United States. Currently 22% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Eagle Strategies LLC can provide 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 may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

24 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

6200 Bridgepoint Parkway Suite 300
Austin, TX 78730

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$8,546,118,534

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

1,965

TX Average: 88
Total Number of Accounts

50,776

TX Average: 3,892
Average Account Size

$168,310

TX 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

John Jackson Work History

John has 24 years of experience.

2009 - Present (10 years)

Eagle Strategies LLC

1994 - Present (25 years)

Nylife Securities Inc

1994 - Present (25 years)

New York Life Insurance Company

Disclosures

John Jackson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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