Jason Hooz, financial advisor Cupertino CA

Jason Hooz

CRD Number: 1138455
Current Firm: Eagle Strategies LLC

Jason Hooz (CRD# 1138455) is an Investment Advisor Representative working at Eagle Strategies LLC in Cupertino, CA and has over 36 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Nylife Securities LLC San Jose, CA Feb 1983 - Current 41
New York Life Insurance Company New York, NY Sep 1979 - Current 44
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1987
Contact Info for Jason L. Hooz
Phone Number: (888) 695-3245
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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