John Joseph Burns
Investment adviser representative at Eagle Strategies LLC
34 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
34 years in the industry.
- Innovative Financial SolutionsApr 2022 to now
- Eagle Strategies LLCJul 2021 to now
- Nylife Securities LLCApr 2021 to now
- New York Life Insurance Co.Jun 2005 to now
- Gradient Advisors LLCNov 2019 to Mar 2021
- Changepath, LLCSep 2019 to Nov 2019
- Pruco Securities L.L.C.Mar 2004 to Sep 2019
- Jack Burns Financial, Inc.Aug 1992 to Oct 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 2485914
- Firm CRD
- 110826