Rodger
Johnson

Eagle Strategies LLC

CRD#1094768
Investment Advisor
in Dallas, TX
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About this Advisor

Rodger Johnson is a certified financial planner and chartered financial consultant based in Dallas, Texas. Currently an advisor with Eagle Strategies LLC, Johnson has a notable 37 years of professional experience. Johnson maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Johnson is registered to operate in Texas. Their career trajectory has included roles at Johnson Financial Group, LLC, New York Life Insurance Co and Nylife Securities Inc. Eagle Strategies LLC is based out of Dallas, Texas, and has 791 other locations in the country. As a registered investment firm, Eagle Strategies LLC manages $8 billion in assets throughout 41,236 accounts and retains more than 1,913 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the country. Currently 22% of the advisory firm's customers 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's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

37 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

Iii Lincoln Centre 5430 Lbj Freeway Suite 1200
Dallas, TX 75240

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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

Rodger Johnson Work History

Rodger has 37 years of experience.

2006 - Present (13 years)

Johnson Financial Group, LLC

1982 - Present (37 years)

Nylife Securities Inc

1981 - Present (38 years)

New York Life Insurance Co

Disclosures

Rodger Johnson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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