Inezjustine Refugio Aznar
Investment adviser representative at Eagle Strategies LLC
11 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
11 years in the industry.
- Eagle Strategies LLCNov 2022 to now
- New York Life Insurance CompanyOct 2022 to now
- Nylife Securities LLCOct 2022 to now
- Santander Bank, NASep 2021 to Aug 2022
- Santander Securities, LLCSep 2021 to Aug 2022
- JP Morgan Chase Bank, N.A.Mar 2018 to Sep 2021
- JP Morgan Securities, LLCMar 2018 to Sep 2021
- Capital One Investments Services, LLCJun 2015 to Mar 2018
- Captial One Advisors, LLCJun 2015 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
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
- 5866390
- Firm CRD
- 110826