Jason Palmadesso, financial advisor Fort Lauderdale FL
93 score

Jason Palmadesso

CRD Number: 3020758
Current Firm: Eagle Strategies LLC

Jason Palmadesso (CRD# 3020758) is an Investment Advisor Representative working at Eagle Strategies LLC in Fort Lauderdale, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Ft. Lauderdale, FL May 2013 - Current 3
Mahoney Financial Organization, LLC Ft. Lauderdale, FL May 2010 - Current 6
New York Life Insurance Company Fort Lauderdale, FL Apr 2008 - Current 8
Nylife Securities LLC Fort Lauderdale, FL Apr 2008 - Current 8
Dlm & Associates Fort Lauderdale, FL Apr 2008 - Jan 2010 1
Mahoney & Associates Fort Lauderdale, FL Mar 2008 - Jan 2010 1
Prime Capital Services Boca Raton, FL Jun 2007 - Mar 2008 < 1
Gilman & Giocia Boca Raton, FL Jun 2007 - Mar 2008 < 1
Rosenblum Tax Advisors Boynton Beach, FL Mar 2005 - Apr 2007 2
Kovack Securities Inc. Fort Lauderdale, FL Feb 2005 - Apr 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2000
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Jason Palmadesso
Phone Number: (888) 695-3245
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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