Jason Stockmaster
Jason Stockmaster is a registered investment advisor at Eagle Strategies LLC, based in Mentor, OH, with 16 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
8300 Tyler Blvd, Suite 205, Mentor, OH, 44060
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 works as an insurance broker with outside carriers, dedicating minimal time to this activity. He also operates under the DBA Stockmaster Financial Group, selling New York Life products and brokering non-registered insurance products. Additionally, Jason volunteers at Stuckert's Bay Willo Lodges, a cottage vacation rental business, spending about 10-20% of his time on administrative support, report preparation, rental agreements, cottage showings, and maintenance.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations14 states
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