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Jade Thelin

Eagle Strategies LLC
17 Years of Experience
Portland, OR
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Jade Thelin is a registered investment advisor at Eagle Strategies LLC, based in Portland, OR, with 17 years of industry experience. Jade is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133,900 clients with $32B in assets under management.

Eagle Strategies LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2490 advisors
Number of Clients
133,900 clients
Average Client Portfolio
$239K average
Assets Under Management
$32.0B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)

Eagle Strategies offers investment management through several programs where fees vary depending on the specific platform and services selected:

  • Retirement Plan Consulting Program — annual fees generally range up to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • ERISA Investment Manager Program — annual fees generally range from 0.05% to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • Co-Advisory Program — Eagle Strategies charges fees ranging from 0% to 1.25% of assets under management, which are paid in addition to the co-adviser's fees.
  • New York Life Premier Advisory Variable Annuity — advisory fees range from 0% to 1% of the policy's accumulation value per year.
View Full SEC Brochure

Location

8020 SW Pfaffle Street, Suite 100, Portland, OR, 97223

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History

Regulatory History (2)
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Customer Dispute
May 2016
Settled
Customer Dispute
September 2015
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
July 2017 - Present · 9 yrs 3 mos
Nylife Securities LLCBroker
April 2009 - Present · 17 yrs 6 mos
State Registrations18 states
AKAZCACOFLGAIDKYMOMTNVOHORTNTXUTWAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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