JZ
JZ
Jesse Zaragoza
35 Years of Experience
Downers Grove, IL
1 DisclosureBroker
Jesse Zaragoza is a registered investment advisor at Eagle Strategies LLC, based in Downers Grove, IL, with 35 years of industry experience. Jesse 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
2001 Butterfield Rd, Ste 800, Downers Grove, IL, 60515
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2009Denied
Employment History
Current Registrations
Eagle Strategies LLC
June 2025 - Present · 11 mos
Nylife Securities LLCBroker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Prudential Financial Planning Services
January 2020 - July 2024 · 4 yrs 6 mos
Pruco Securities, LLC.Broker
December 2019 - July 2024 · 4 yrs 7 mos
Bankers Life Advisory Services, INC.
October 2017 - December 2019 · 2 yrs 2 mos
Bankers Life Securities, INC.Broker
October 2017 - December 2019 · 2 yrs 2 mos
U.S. Bancorp Investments, INC.Broker
October 2013 - August 2017 · 3 yrs 10 mos
U.S. Bancorp Investments, INC.
October 2013 - August 2017 · 3 yrs 10 mos
Invest Financial Corporation
November 2009 - November 2013 · 4 yrs
Invest Financial CorporationBroker
November 2009 - November 2013 · 4 yrs
Cco Investment Services CORP.
February 2007 - November 2009 · 2 yrs 9 mos
Cco Investment Services CORP.Broker
February 2007 - November 2009 · 2 yrs 9 mos
Lasalle Financial Services, INC.Broker
February 2005 - February 2007 · 2 yrs
Lasalle Financial Services, INC.
January 2005 - February 2007 · 2 yrs 1 mo
Banc One Securities CorporationBroker
July 2002 - February 2005 · 2 yrs 7 mos
Allstate Financial Services, LLCBroker
August 2000 - July 2002 · 1 yr 11 mos
Pruco Securities CorporationBroker
November 1989 - January 2000 · 10 yrs 2 mos
The Prudential Insurance Company of AmericaBroker
November 1989 - December 1993 · 4 yrs 1 mo
State Registrations3 states
ILINTX
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.