John Usry
John Usry is a registered investment advisor at Eagle Strategies LLC, based in Glendale, CA, with 2 years of industry experience. John 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
801 N. Brand Blvd, 14th Floor, Glendale, CA, 91203
Get directionsHistory
Regulatory History (2)
Judgment / Lien
March 2025Criminal
September 1995Other Business ActivitiesSells Insurance
John is a jazz musician, playing the saxophone for a few hours per week. He also works as an insurance broker and operates under the DBA name of 506 West Wealth Strategies and Insurance Solutions to sell New York Life products and broker non-registered insurance products.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations1 state
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.