Jonathan Don Morrill
Investment adviser representative at Eagle Strategies LLC
10 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
10 years in the industry.
- Eagle Strategies LLCMar 2023 to now
- Nylife Securities LLCOct 2020 to now
- New York Life Insurance CoJul 2020 to now
- UnemployedJan 2020 to Jul 2020
- Trindent ConsultingAug 2019 to Jan 2020
- UnemployedJun 2019 to Aug 2019
- RgpFeb 2019 to Jun 2019
- Proctor & GambleJun 2016 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 6124745
- Firm CRD
- 110826