Jerome Prentice
Jerome Prentice is a registered investment advisor at Eagle Strategies LLC, based in Burke, VA, with 43 years of industry experience. Jerome 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
6003 Wilmington Dr, Burke, VA, 22015-3823
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2008Other Business ActivitiesSells Insurance
Jerome is involved in insurance brokering with outside carriers and operates under the DBA names of Avenue Wealth and The Prentice Group for selling New York Life products and brokering non-registered insurance products. He also owns Prentice Farms, a wheat farm, which is not investment related. Insurance brokering takes a full-time commitment.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations5 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.