Jerry Coats
Jerry Coats is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Little Rock, AR, with 42 years of industry experience. Jerry 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
Little Rock, AR
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2006Customer Dispute
October 2001Other Business ActivitiesSells Insurance
Jerry is an insurance broker appointed with various insurance carriers since 2006 and a 5% owner of Legacy/Business Group, Inc. He also operates under the DBA name of Insight Wealth for selling New York Life products and services, and is a volunteer committee member for AR Childrens Foundation Gift Planning Advisory Committee and a board member for Estate Planning Council of Arkansas.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations3 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.