Jacob Beekman
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 LLCSep 2025 to now
- Nylife Securities LLCAug 2025 to now
- Conner Capital InvestmentsJun 2025 to now
- Fidelity InvestmentsAug 2021 to Jun 2025
- Edward JonesJun 2019 to Aug 2021
- Mellow MushroomJan 2019 to May 2019
- Apex SystemsSep 2018 to Dec 2018
- Hampden-sydney CollegeAug 2016 to Aug 2018
- Oak Hall Cap & GownMay 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7127204
- Firm CRD
- 110826