Jack Mickey Davis
Investment adviser representative at Eagle Strategies LLC
15 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
15 years in the industry.
- Eagle Strategies LLCMay 2026 to now
- Nylife Securiites LLC.Jul 2021 to now
- New York Life Insurnace CompanyJun 2021 to now
- WalmartDec 2020 to Dec 2020
- Ksm ConsultingJun 2020 to Aug 2020
- Stem Education WorksMay 2019 to Aug 2019
- Pep BoysMay 2018 to Aug 2018
- University of DaytonAug 2017 to May 2021
- Purdue UniversityMay 2017 to Aug 2017
- Legacy CourtsMar 2016 to Apr 2017
- Central Catholic Jr./sr. High SchoolAug 2011 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7363826
- Firm CRD
- 110826