James D. Cohen
Investment adviser representative at Eagle Strategies LLC
24 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
24 years in the industry.
- Nylife Securities LLCJan 2023 to now
- Jcohen FinancialAug 2017 to now
- Eagle Strategies LLCDec 2014 to now
- New York Life Insurance CompanyApr 2002 to now
- Hadley Financial GroupAug 2014 to Aug 2017
- Retirement Income StrategiesJan 2013 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (VT).
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
- 4464330
- Firm CRD
- 110826