Dongzhe Jin
Dongzhe Jin is a registered investment advisor at Eagle Strategies LLC, based in Yorba Linda, CA, with 7 years of industry experience. Dongzhe 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
22875 Savi Ranch Parkway, Unit F, Yorba Linda, CA, 92887
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dongzhe brokers non-registered insurance products and sells New York Life products and services through multiple entities, including Golden Summit Insurance & Financial Center Inc. and Openwin Financial & Insurance Services, LLC. Dongzhe also owns rental property and spends minimal time on it.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations6 states
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