Jeffrey Thomas Kuhn
Investment adviser representative at Eagle Strategies LLC
11 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
11 years in the industry.
- Eagle Strategies LLCApr 2026 to now
- Nylife Securities LLCJan 2026 to now
- Monarch Grove Wealth Strategies & Insurance SolutionsSep 2025 to now
- Cambridge Investment Research Inc.Jan 2024 to Jun 2025
- Northern Lights Distributors, LLCAug 2023 to Jan 2024
- Arizona State UniversityAug 2023 to Aug 2023
- Redwood Investment Management, LLCJul 2023 to Jan 2024
- UnemployedMay 2023 to Jul 2023
- Valley View TreesNov 2022 to Dec 2022
- Ignatius L. Jackson CpaAug 2022 to Feb 2023
- Corinthian Cove ConsultingJun 2022 to Aug 2022
- Valley View TreesNov 2021 to Dec 2021
- Lug SportsJul 2021 to May 2023
- Lowe'sMay 2021 to Aug 2021
- Valley View TreesNov 2020 to Dec 2020
- Northwestern MutualJun 2020 to Jun 2020
- Arizona State UniversityAug 2019 to May 2023
- UnemployedMay 2019 to Aug 2019
- University High SchoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7260081
- Firm CRD
- 110826