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Jeffrey Eagle

Ameriprise Financial Services, LLC
40 Years of Experience
Boca Raton, FL
1 DisclosureBroker
View SEC Summary
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Jeffrey Eagle is a registered investment advisor at Ameriprise Financial Services, LLC, based in Boca Raton, FL, with 40 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5200 Town Center Cir Ste 600, Boca Raton, FL, 33486-1045

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 1998
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jeffrey serves as President on the Board of Directors for Eagle. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
August 2018 - Present · 8 yrs 2 mos
Ameriprise Financial Services, LLC
August 2018 - Present · 8 yrs 2 mos
Ameriprise Financial Services, LLC
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
Mora Wealth Management LLC
February 2015 - August 2018 · 3 yrs 6 mos
Mora Wm SecuritiesBroker
January 2015 - August 2018 · 3 yrs 7 mos
Capital Guardian Wealth Management, LLC
November 2009 - January 2015 · 5 yrs 2 mos
Capital Guardian, LLCBroker
November 2009 - January 2015 · 5 yrs 2 mos
Morgan Stanley Smith Barney LLC
June 2009 - December 2009 · 6 mos
Morgan Stanley Smith BarneyBroker
June 2009 - December 2009 · 6 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Citigroup Global Markets INC.
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
November 1985 - July 1993 · 7 yrs 8 mos
State Registrations17 states
ALAZCACOCTFLILMAMDNCNJNYPARISCTNWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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