Richard Jackson
Investment adviser representative at Eagle Strategies LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Eagle Strategies LLCDec 2025 to now
- Jackson Wealth Strategies, LtdSep 2025 to now
- Nylife Securities LLCAug 2024 to now
- New York Life Insurance CoJun 2024 to now
- Miami UniversityAug 2022 to now
- Discount TireMar 2022 to Jun 2025
- Mimi DonutsJun 2021 to Feb 2022
- Cdc DistributorsApr 2021 to Jun 2021
- Ross High SchoolAug 2018 to May 2022
- Ross Middle SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7778674
- Firm CRD
- 110826