Eagle Strategies LLC
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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
Years of Experience
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Eagle Strategies LLC Brokerage Details
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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.
Eagle Strategies LLC
Nylife Securities Inc
New York Life Insurance Company
John Jackson has no disclosures.
Please visit their SEC profile for more details.