Jon
Shoemaker

Eagle Strategies LLC

CRD#4664393
Investment Advisor
in Dallas, TX
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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

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

15 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

12201 Merit Drive Suite 1000
Dallas, TX 75251

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$8,145,447,434

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

1,913

TX Average: 88
Total Number of Accounts

41,236

TX Average: 3,892
Average Account Size

$197,532

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

Jon Shoemaker Work History

Jon has 15 years of experience.

2003 - Present (16 years)

New York Life

2003 - Present (16 years)

Nylife Securities

Disclosures

Jon Shoemaker has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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