JJ
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Jennaydra Jordan

5 Years of Experience
Rego Park, NY
BrokerSells Insurance

Jennaydra Jordan is a registered investment advisor at Eagle Strategies LLC, based in Rego Park, NY, with 5 years of industry experience. Jennaydra 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

97-77 Queens Blvd, 10th Fl, Rego Park, NY, 11374

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jennaydra owns rental property, is appointed with outside insurance carriers, and operates under the DBA name of JD Growth Financial Strategies, LLC to sell New York Life products and broker non-registered insurance products. She also participates in several organizations and owns a truck transportation business as a passive investor, dedicating about 10-20% of her time to it.

Employment History
Current Registrations
Eagle Strategies LLC
June 2021 - Present · 4 yrs 11 mos
Nylife Securities LLCBroker
July 2020 - Present · 5 yrs 10 mos
State Registrations15 states
CACTDCDEFLGAMAMDNCNJNYOHPASCTX
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.