Jason Tobias
Jason Tobias is a registered investment advisor at Eagle Strategies LLC, based in Frisco, TX, with 22 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
14111 King Road, Suite 520, Frisco, TX, 75036
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason operates under the DBA name of Tri Wealth, LLC to service insurance and financial product clients. He is an associate with this entity.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
New England Securities Corporation
New England SecuritiesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Wm Financial Services, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations31 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.