Jason Hooz
Jason Hooz is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Cupertino, CA, with 42 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
1601 S De Anza Blvd, Suite 255, Cupertino, CA, 95014
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Regulatory History (1)
Customer Dispute
April 2025Other Business ActivitiesSells Insurance
Jason is appointed with various outside insurance companies to broker non-registered insurance products. He also owns rental property in Santa Cruz, CA, and collects rent as a landlord.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations51 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.