Jason Spears
Jason Spears is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Chicago, IL, with 13 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
500 West Madison Street, Suite 1725, Chicago, IL, 60661
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Regulatory History (1)
Customer Dispute
June 2018Other Business Activities
Jason owns rental properties and is involved in buying and rehabbing distressed homes for rental through Spears & Co., LLC. He is also a member of Sphere Global Logistics, LLC, a freight transportation company, and invests in cryptocurrency, dedicating minimal time to these activities.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLC
Nylife Securities LLCBroker
State Registrations7 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.