Jared Stauffer
Jared Stauffer is a CFP-designated registered investment advisor at Eagle Strategies LLC, based in Grand Rapids, MI, with 23 years of industry experience. Jared 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
333 Bridge Street Nw, Suite 600, Grand Rapids, MI, 49504
Get directionsHistory
Regulatory History (1)
Criminal
May 1998Other Business ActivitiesSells Insurance
Jared works in investment-related brokerage for insurance and investments, spending a few hours per week. He is also a registered investment advisor representative of Eagle Strategies Corp, dedicating minimal time to these duties, and is an insurance broker.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations27 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.