Jay
Bluhm
Eagle Strategies LLC
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About this Advisor
Jay Bluhm is a financial advisor operating out of Bellevue, Washington with a total of 1 year of relevant experience. Bluhm is currently employed by Eagle Strategies LLC. Over the course of their career, they have held roles at Arthur Murray Dance Studio, Minnesota Youth Symphony, Periscope, New York Life Insurance Company, Nylife Securities, LLC and Eagle Strategies LLC. Bluhm has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Washington. Eagle Strategies LLC is a financial advisory business that has its headquarters in New York, NY. It has offices in 828 locations and a total of 2,392 financial advisors. It oversees $17 billion in assets across its 87,580 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 175 charitable organizations. Of its 87,580 accounts, 17% are associated with high-net-worth investors who have at least $1 million in assets. Eagle Strategies LLC performs 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 charged by financial advisors typically are based on the type of services offered. However, fee types billed by Eagle Strategies LLC likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$16,667,263,900
2,392
87,580
$190,309
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
Jay Bluhm Work History
Jay has been registered as a financial advisor for 1 years.*
Eagle Strategies LLC
Nylife Securities, LLC
New York Life Insurance Company
Arthur Murray Dance Studio
Periscope
Arthur Murray Dance Studio
Minnesota Youth Symphony
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jay Bluhm to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Eagle Strategies LLC
Tacoma, WA
Overland Park, KS
Chicago, IL
San Mateo, CA
Monroe, LA
Nashua, NH
Matthews, NC
Madison, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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