Jeffrey Gale
Investment adviser representative at Eagle Strategies LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$32BFirm assets
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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.
- Legacy Wealth Partners, Inc.Apr 2025 to now
- Eagle Strategies LLCFeb 2023 to now
- Nylife Securities, LLCNov 2022 to now
- Nathan EngstromOct 2022 to now
- Willamette Financial Advisors, LLCJan 2021 to Oct 2022
- Blue Water Wealth, IncSep 2018 to Dec 2020
- Cambridge Investment Research, Inc.Sep 2018 to Jun 2019
- Cambridge Investment Research Inc.Feb 2018 to Jun 2018
- Cambridge Investment Research, Inc.Jul 2016 to Nov 2016
- Finity Group, LLCJun 2016 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (OR, 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
- 6664715
- Firm CRD
- 110826