Jonathan Schoenberg
Investment adviser representative at Eagle Strategies LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$32BFirm assets
Are you Jonathan Schoenberg? Claim your profile
Contact this firm
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
21 years in the industry.
- The Rsi Group, LLCFeb 2021 to now
- Lenert Financial GroupJun 2020 to now
- Ipb FinancialJun 2009 to now
- Eagle Strategies LLCJan 2008 to now
- Nylife Securities, IncJul 2005 to now
- New York Life Insurance CompanyJan 2005 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 4900169
- Firm CRD
- 110826