Jonathan Johnson
Jonathan Johnson is a registered investment advisor at Eagle Strategies LLC, based in Dallas, TX, with 23 years of industry experience. Jonathan 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
5005 Lyndon B Johnson Fwy, Ste 1600, Dallas, TX, 75244
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Regulatory History (1)
Customer Dispute
November 2016Other Business ActivitiesSells Insurance
Jonathan owns Advantx Building Inc, a construction company, dedicating minimal time. He also has a passive real estate investment through Legacy J-4 LP, supports the East Texas Triathlon community as an officer, and records/mixes sound for church services. Finally, Jonathan operates under the DBA Johnson Financial Strategies, LLC to sell New York Life products and broker non-registered insurance products, spending a few hours per week.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations7 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.