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Jeffrey Czerwinski

Eagle Strategies LLC
31 Years of Experience
Tustin, CA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Jeffrey Czerwinski is a registered investment advisor at Eagle Strategies LLC, based in Tustin, CA, with 31 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133,900 clients with $32B in assets under management.

Eagle Strategies LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2490 advisors
Number of Clients
133,900 clients
Average Client Portfolio
$239K average
Assets Under Management
$32.0B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)

Eagle Strategies offers investment management through several programs where fees vary depending on the specific platform and services selected:

  • Retirement Plan Consulting Program — annual fees generally range up to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • ERISA Investment Manager Program — annual fees generally range from 0.05% to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • Co-Advisory Program — Eagle Strategies charges fees ranging from 0% to 1.25% of assets under management, which are paid in addition to the co-adviser's fees.
  • New York Life Premier Advisory Variable Annuity — advisory fees range from 0% to 1% of the policy's accumulation value per year.
View Full SEC Brochure

Location

17291 Irvine Blvd,, #255,, Tustin, CA, 92780

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History

Regulatory History (2)
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
August 2011
Settled
Criminal
December 1986
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey is an insurance broker selling New York Life products and other non-registered insurance products through Axiom Financial & Insurance Solutions. He is also a shareholder in NYLARC Holding Company, Inc., reinsuring the life insurance he writes with New York Life, dedicating minimal time to this.

Employment History
Current Registrations
Eagle Strategies LLC
August 2002 - Present · 24 yrs 2 mos
Nylife Securities LLC
January 1998 - Present · 28 yrs 9 mos
Nylife Securities LLCBroker
January 1998 - Present · 28 yrs 9 mos
Previous Registrations
Income Network CompanyBroker
June 1990 - June 1993 · 3 yrs
State Registrations34 states
ARAZCACOFLGAIDILINKSKYMAMEMIMOMSNCNHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWY
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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