Jack Knight
Jack Knight is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in San Bernardino, CA, with 38 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
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
1881 Commercenter East, Suite 212, San Bernardino, CA, 92408
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jack is an insurance broker appointed with various insurance carriers since 2002, and also purchases, improves, and sells homes for profit, dedicating minimal time to this real estate activity. Additionally, Jack is an owner/director of a small hotel in Belize and an owner of Registry of American Veterans, Inc, and a board member of Commercenter Owners Association.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations13 states
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