Johnathan Worrells
Johnathan Worrells is a registered investment advisor at Eagle Strategies LLC, based in Deerfield, IL, with 13 years of industry experience. Johnathan 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
1650 Lake Cook Road, Suite 500, Deerfield, IL, 60015-4747
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Regulatory History (1)
Financial
August 2022Other Business ActivitiesSells Insurance
Johnathan receives renewals from disability insurance cases he handled as an agent with NYL, dedicating minimal time to this activity. He also works part-time at Galati's as a banquet server and bartender, spending about 10-20% of his time there.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations1 state
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.