Jeffrey Thomas Beebe
Investment adviser representative at Eagle Strategies LLC
20 yearsExperience
2 statesRegistered 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
20 years in the industry.
- Eagle Strategies LLCApr 2023 to now
- Nylife Securities LLCDec 2022 to now
- New York Life Insurance CompanyOct 2022 to now
- Cetera Financial Specialists LLCSep 2019 to Nov 2022
- Cetera Investment Advisers LLCSep 2019 to Nov 2022
- Lakeland Financial Services Agency, Inc. (lfsa)Aug 2019 to Sep 2019
- Raymond James Financial ServicesMay 2016 to Sep 2019
- Raymond James Financial Services Advisors Inc.May 2016 to Sep 2019
- Lakeland BankJan 2006 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
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
- 2365629
- Firm CRD
- 110826