Jules Epstein
Jules Epstein is a registered investment advisor at Eagle Strategies LLC, based in Boca Raton, FL, with 52 years of industry experience. Jules 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
2500 North Military Trail, Suite 300, Boca Raton, FL, 33431
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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
Jules owns Pemsion Administration G - J.E. Pelysions Inc and is licensed with various carriers to broker non-NYL non-registered products. Jules also operates under the DBA name of The Bridge Group, Inc. for selling New York Life products and services, as well as brokering non-registered insurance products, and serves as a board member for Beth Ami Temple, dedicating a few hours per week.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Aetna Life Insurance and Annuity CompanyBroker
New York Life Variable Contracts CorporationBroker
State Registrations4 states
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