Jodi Krom Herman
Investment adviser representative at Eagle Strategies LLC
18 yearsExperience
3 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
18 years in the industry.
- Eagle Strategies LLCJan 2020 to now
- Nylife Securities LLCDec 2019 to now
- Wealth Strategies GroupMar 2019 to now
- Raymond James Financial Services Advisors Inc.Aug 2013 to Feb 2019
- Raymond James Financial Services, Inc.Dec 2012 to Feb 2019
- David R. WrenNov 2008 to Feb 2019
- Rbh CorpNov 2008 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
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
- 5614952
- Firm CRD
- 110826