Jacqueline Nicole Wilson
Investment adviser representative at Eagle Strategies LLC
7 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
7 years in the industry.
- Eagle Strategies LLCJul 2022 to now
- Nylife Securities LLCJul 2022 to now
- New York Life Insurance Co.Jun 2022 to now
- Citigroup Global Markets Inc.Mar 2022 to Jun 2022
- Eagle Strategies LLCNov 2018 to Mar 2022
- Nylife Securities LLCNov 2018 to Mar 2022
- New York Life Insurance Co.Oct 2018 to Mar 2022
- Cassa Wealth Management, P.C.Nov 2016 to Oct 2018
- LPL Financial, LLCDec 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2015
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
- 6343240
- Firm CRD
- 110826