Tyler Jordan
Tyler Jordan is a registered investment advisor at Eagle Strategies LLC, based in Colorado Springs, CO, with 9 years of industry experience. Tyler 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
2790 N Academy Blvd, Suite 214, Colorado Springs, CO, 80917
Get directionsHistory
Regulatory History (1)
Criminal
November 1996Other Business ActivitiesSells Insurance
Tyler operates under the DBA name of Pioneer Horizons Financial, LLC to sell New York Life products and services and brokers non-registered insurance products. He also owns a rental home and is a partner in an oil and gas lease, dedicating minimal time to these activities.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations21 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.