Jason Metzger
Jason Metzger is a registered investment advisor at Eagle Strategies LLC, based in Sioux Falls, SD, with 27 years of industry experience. Jason 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
5101 S. Nevada Ave, Suite 200, Sioux Falls, SD, 57108
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Regulatory History (1)
Customer Dispute
August 2016Other Business ActivitiesSells Insurance
Jason is a board member of the Alaska Life Health Insurance Guaranty Association since 2020. This role involves participating in decisions related to the association's obligations and operations and requires minimal time.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations5 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.