EJ
EJ

Emanuel Jones

5 Years of Experience
Atlanta, GA
BrokerSells Insurance

Emanuel Jones is a registered investment advisor at Eagle Strategies LLC, based in Atlanta, GA, with 5 years of industry experience. Emanuel 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

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.
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Location

Atlanta, GA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Emanuel owns Legacy Capital Partners LLC, a real estate holding company, and EJ Legacy Enterprises, Inc, which invests in real estate projects, dedicating minimal time to each. He also consults for Legacy Ford on digital products and operates under Jones & Co Wealth Strategies, LLC to sell New York Life products and broker non-registered insurance products, and owns Fix & Flip Atl LLC for fixing and flipping properties.

Employment History
Current Registrations
Eagle Strategies LLC
January 2022 - Present · 4 yrs 4 mos
Nylife Securities LLC
January 2021 - Present · 5 yrs 4 mos
Nylife Securities LLCBroker
January 2021 - Present · 5 yrs 4 mos
State Registrations25 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.