Jason Palmadesso, financial advisor Fort Lauderdale FL

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 24 years of experience in the finance industry.

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Company Name Location Dates Years
The Bridge Group, Inc. Boca Raton, FL Jun 2022 - Current 1
Mahoney Financial Organization, Llc D/b/a Mfo Insurance Solution Fort Lauderdale, FL Nov 2018 - Current 5
Eagle Strategies LLC Ft. Lauderdale, FL May 2013 - Current 10
Mahoney Financial Organization, LLC Ft. Lauderdale, FL May 2010 - Current 13
New York Life Insurance Company Fort Lauderdale, FL Apr 2008 - Current 16
Nylife Securities LLC Fort Lauderdale, FL Apr 2008 - Current 16
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
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    20,358
    MILLIONS
  • Total Number of Accounts
    95,287
    ACCOUNTS
  • Average Account Value
    $213,647
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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