Nathaniel Antonio Dejesus
Investment adviser representative at Eagle Strategies LLC
12 yearsExperience
1 stateRegistered in
ChFC®Designation
$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
12 years in the industry.
- Kaplan Financial EducationApr 2026 to now
- Eagle Strategies LLCMar 2025 to now
- Nylife Securities LLCFeb 2025 to now
- New York Life Insurance CompanyOct 2024 to now
- Campbell & CompanySep 2024 to Oct 2024
- Impact Partnership Wealth, LLCSep 2024 to Oct 2024
- SunlifeMay 2023 to Oct 2024
- MML Investors ServicesSep 2018 to May 2024
- Coca Cola Beverages of FloridaJul 2018 to Sep 2019
- MassmutualJun 2018 to May 2024
- Mars Fit ClubApr 2018 to Aug 2018
- Walmart LogisticsApr 2017 to Mar 2018
- Pasco-hernando State CollegeJan 2014 to May 2019
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7006503
- Firm CRD
- 110826