Jeffrey Czerwinski
Jeffrey Czerwinski is a registered investment advisor at Eagle Strategies LLC, based in Tustin, CA, with 31 years of industry experience. Jeffrey 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
17291 Irvine Blvd,, #255,, Tustin, CA, 92780
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2011Criminal
December 1986Other 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
Nylife Securities LLC
Nylife Securities LLCBroker
Previous Registrations
Income Network CompanyBroker
State Registrations32 states
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.