James Miguel Quintana
Investment adviser representative at Eagle Strategies LLC
14 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
14 years in the industry.
- Eagle Strategies LLCDec 2025 to now
- Catalyst Insurance and Financial Strategies LLCDec 2025 to now
- Nylife Securities LLCSep 2022 to now
- New York Life Insurance CompanyAug 2022 to now
- UberAug 2022 to Dec 2022
- Door DashApr 2019 to Nov 2019
- Southwest IsdAug 2018 to Aug 2022
- UnemployedJul 2018 to Aug 2018
- Socorro IsdJul 2012 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
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
- 7598666
- Firm CRD
- 110826