Jade Thelin
Jade Thelin is a registered investment advisor at Eagle Strategies LLC, based in Portland, OR, with 16 years of industry experience. Jade 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
8020 SW Pfaffle Street, Suite 100, Portland, OR, 97223
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2016Customer Dispute
September 2015Other Business ActivitiesSells Insurance
Jade owns several businesses, including JTG, Inc., rental properties, and is a shareholder in NYLARC Holding Company, Inc. Jade also operates under the DBA name of Legacy Wealth Partners Inc. for selling New York Life products and brokering non-registered insurance products, and spends a few hours per week on insurance brokering.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations17 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.