Jennifer Dougherty
Jennifer Dougherty is a registered investment advisor at Eagle Strategies LLC, based in Downers Grove, IL, with 18 years of industry experience. Jennifer 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
3010 Highland Parkway, Suite 700, Downers Grove, IL, 60515
Get directionsHistory
Regulatory History (1)
Judgment / Lien
May 2025Other Business Activities
Jennifer owns Simply Gourdgeous, creating fall displays with pumpkins and gourds for friends, family, and potential clients. This takes minimal time and is not investment-related.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
E*trade Securities LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations2 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.