Jerome Timmermann
Jerome Timmermann is a registered investment advisor at Eagle Strategies LLC, based in Breese, IL, with 42 years of industry experience. Jerome 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
205 N Main, Breese, IL, 62230-0346
Get directionsHistory
Regulatory History (3)
Regulatory
October 2019Customer Dispute
June 2012Regulatory
April 2007Other Business ActivitiesSells Insurance
Jerome sells New York Life products and services, as well as brokering non-registered insurance products, operating under the name The Timmermann Group. He also provides notary services, is a shareholder in NYLARC Holding Company Inc., and has investments in Belleville Bancorp, Inc. and Sacral Solutions LLC, as well as owning rental properties through Timmermann Family Enterprises, LLC; these activities take minimal time.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
The Timmermann Group
State Registrations23 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.