Jacob Battersby
Investment adviser representative at Eagle Strategies LLC
11 yearsExperience
1 stateRegistered in
$32BFirm assets
37 yearsFirm in business
Are you Jacob Battersby? Claim your profile
Contact this firm
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.
- Atlantic Planning Group, LLC dba Atlantic Planning GroupJun 2025 to now
- Eagle Strategies LLCApr 2025 to now
- Nylife Securities LLCDec 2024 to now
- New York Life Insurance CompanySep 2024 to now
- Phoenix Power LLCOct 2020 to Sep 2024
- Blue Raven SolarJul 2017 to Oct 2020
- Ion SolarAug 2016 to Jul 2017
- College NeighborsMar 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7969133
- Firm CRD
- 110826