Jacqueline Wilson is a registered investment advisor at Eagle Strategies LLC, based in New York, NY, with 11 years of industry experience. Jacqueline 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
51 Madison Ave., Room 713, New York, NY, 10010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLC
Nylife Securities LLCBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations1 state
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