Jeran Artery
Jeran Artery is a registered investment advisor at Eagle Strategies LLC, based in Cheyenne, WY, with 31 years of industry experience. Jeran 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
200 E 8th Avenue, Suite 202, Cheyenne, WY, 82001
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2010Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Jeran is an insurance broker, appointed with outside carriers to broker non-registered insurance products. He also owns Wyo Vault, LLC, a commercial property, and is a silent partner and owner of 20% of Geek Garage, LLC.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations8 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.