JD
JD

Jack Doverspike

39 Years of Experience
Larose, LA
BrokerSells Insurance

Jack Doverspike is a registered investment advisor at Eagle Strategies LLC, based in Larose, LA, with 39 years of industry experience. Jack 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

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.
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Location

13343 W Main Street, Larose, LA, 70373

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jack is appointed with various outside insurance carriers and operates under the DBA Triche Doverspike Financial Group, brokering non-registered insurance products since 2002. He also owns Marlin Ventures Inc. (owns business building), MLMLGN, LLC (holds personal/family investments), and operates under the DBA Emerald Wealth Partners LLC to sell New York Life products and broker non-registered insurance products.

Employment History
Current Registrations
Eagle Strategies LLC
July 2006 - Present · 19 yrs 10 mos
Nylife Securities LLCBroker
December 1986 - Present · 39 yrs 5 mos
State Registrations13 states
ALCACODEFLLAMOMSOKSCTXUTVA
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.