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Luke Jared Edds

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.

  1. Stifel, Nicolaus & Company, IncorporatedOct 2026 to now
  2. Eagle Strategies LLCDec 2023 to now
  3. Nylife Securities LLC.Nov 2022 to Oct 2026
  4. New York LifeJun 2022 to Oct 2026
  5. University of LouisvilleNov 2021 to May 2022
  6. Skyguard WindowsJul 2020 to Nov 2021
  7. University of LouisvilleMar 2020 to Jul 2020
  8. Universal Windows DirectApr 2019 to Mar 2020
  9. Chipotle Mexican GrillMay 2016 to Jan 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (KY).

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
7565218
Firm CRD
110826
Advisor's SEC record (opens in a new tab)
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