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Jazmyn Campos

6 Years of Experience
Las Cruces, NM
1 DisclosureBrokerSells Insurance

Jazmyn Campos is a registered investment advisor at Eagle Strategies LLC, based in Las Cruces, NM, with 6 years of industry experience. Jazmyn 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

500 N Church St, Suite 509, Las Cruces, NM, 88001

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
November 2016
Final
Other Business ActivitiesSells Insurance

Jazmyn works as an insurance broker with various carriers, selling non-registered products since February 2024. This activity requires minimal time.

Employment History
Current Registrations
Eagle Strategies LLC
October 2024 - Present · 1 yr 11 mos
Nylife Securities LLCBroker
February 2021 - Present · 5 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2019 - June 2020 · 1 yr
Wells Fargo Clearing Services, LLCBroker
May 2019 - June 2020 · 1 yr 1 mo
State Registrations4 states
AZCANMTX
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.
Jazmyn Campos - Financial Advisor | TrueAdvisor