Jesse Zaragoza
Investment adviser representative at Eagle Strategies LLC
13 yearsExperience
1 stateRegistered in
$32BFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Eagle Strategies LLCMay 2025 to now
- Nylife Securities LLCAug 2024 to now
- New York Life Insurance CompanyJul 2024 to now
- Pruco Securities, LLC.Dec 2019 to Jul 2024
- Prudential Insurance Company of AmericaDec 2019 to Jul 2024
- U.S. Bancorp Investments, Inc.Oct 2013 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (IL).
Eagle Strategies LLC
$32BAssets managed
133,900Clients
2,495Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1853986
- Firm CRD
- 110826