Shelly Gonsoulin Johnson
Investment adviser representative at Eagle Strategies LLC
12 yearsExperience
2 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
12 years in the industry.
- Eagle Strategies LLCMay 2025 to now
- Nylife Securities LLCMar 2024 to now
- The Lorey GroupNov 2023 to Feb 2024
- Ameritas Investment Company, LLCMay 2023 to Nov 2023
- Harvest Wealth GroupMay 2023 to Nov 2023
- Great Raft BrewingDec 2021 to Oct 2023
- The Summit GroupDec 2014 to Apr 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 6429422
- Firm CRD
- 110826