Jason Bourque
Jason Bourque is a registered investment advisor at Eagle Strategies LLC, based in Norwell, MA, with 19 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
Creative Wealth Solutions-101 Accord Park Drive, Suite 201, Norwell, MA, 02061-1658
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Jason works as an insurance broker with outside carriers since 2015, dedicating minimal time to this activity. He also operates under the DBA name of Creative Wealth Solutions and Insurance Services, LLC for selling New York Life products and brokering non-registered insurance products. Jason is also a board member for the Epilepsy Foundation, spending minimal time on this role.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations16 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.