Jeremy William Johansen
Investment adviser representative at Eagle Strategies LLC
11 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
11 years in the industry.
- Falcon Financial and Insurance Solutions, Inc.May 2021 to now
- Eagle Strategies LLCApr 2021 to now
- Nylife Securities LLCNov 2020 to now
- Clayton BlantonJun 2020 to now
- UnemployedMay 2020 to Jun 2020
- Hamada Wealth ManagementJan 2020 to Apr 2020
- Insight EnterprisesSep 2018 to Aug 2019
- Arizona State UniversityAug 2018 to May 2020
- UnemployedJun 2018 to Aug 2018
- Dutch BrosJul 2016 to Jun 2018
- Reedley CollegeAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7290686
- Firm CRD
- 110826