Jay Black (CRD# 5996880) is an Investment Advisor Representative working at Eagle Strategies LLC in Ames, IA and has over 12 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4420604
Global Retirement Partners LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Innovative Financial Solutions | Ames, IA | Apr 2022 - Current | 2 |
Eagle Strategies LLC | Ames, IA | May 2019 - Current | 4 |
Nylife Securities LLC | West Des Moines, IA | Nov 2011 - Current | 12 |
New York Life Insurance Company | West Des Moines, IA | Nov 2011 - Current | 12 |
Rossie Feed And Grain Company | Rossie, IA | Oct 2013 - Aug 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2011 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2019 |
- IA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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