Jacob Daniel Howell
Investment adviser representative at Eagle Strategies LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Howell Financial GroupMar 2024 to now
- Eagle Strategies LLCJan 2024 to now
- Nylife Securities LLCDec 2022 to now
- New York Life Insurance CompanyFeb 2022 to now
- Howell Financial GroupJun 2019 to Nov 2022
- Young Life ColumbiaAug 2018 to May 2019
- Kanakuk KampsJun 2017 to Jul 2017
- University of MissouriJul 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7360007
- Firm CRD
- 110826