Eagle Strategies LLC
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About this Advisor
Jon Shoemaker is a chartered financial consultant based in Dallas, Texas, who has 15 years of financial industry experience. Shoemaker is on the advisory team at Eagle Strategies LLC. Shoemaker has gained experience at New York Life and Nylife Securities. Shoemaker holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Eagle Strategies LLC is a firm headquartered in Dallas, Texas. The investment advisory business has offices in 791 locations and a total of 1,913 financial advisors. It administers $8 billion in total assets across its 41,236 accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to 41 charities and foundations. Of its 41,236 customer accounts, 22% are held by high-net-worth individuals who have greater than $1 million in investable assets. Eagle Strategies LLC offers 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. Fees for financial management usually depend on which services the firm provides the client. However, fee types billed by Eagle Strategies LLC may include some combination of 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
Jon Shoemaker Work History
Jon has 15 years of experience.
New York Life
Jon Shoemaker has no disclosures.
Please visit their SEC profile for more details.