Jeff Berg
Jeff Berg is a registered investment advisor at Eagle Strategies LLC, based in Stockton, CA, with 24 years of industry experience. Jeff 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
3255 West March Lane, Ste. 300, Stockton, CA, 95219
Get directionsHistory
Regulatory History (1)
Criminal
August 1992Other Business ActivitiesSells Insurance
Jeff works as an insurance broker, appointed with outside carriers to broker non-registered insurance products, dedicating a few hours per week. He also inherited part of a ranch and home and receives rental income, which requires minimal time.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.