Jerry Coats, financial advisor Little Rock AR
86 score

Jerry Coats

CRD Number: 1172100
Current Firm: Eagle Strategies LLC

Jerry Coats (CRD# 1172100) is an Investment Advisor Representative working at Eagle Strategies LLC in Little Rock, AR and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Eagle Strategies LLC Little Rock, AR Feb 2004 - Current 12
Nylife Securities Inc. Little Rock, AR Sep 1982 - Current 34
New York Life Insurance Company New York, NY Feb 1977 - Current 39
Integrated Financial Little Rock, AR Mar 2011 - Jul 2016 5
Jerry Coats And Associates Little Rock, AR May 2010 - Mar 2011 < 1
Legacy/business Group, Inc. Little Rock, AR Aug 2008 - May 2010 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jerry D. Coats
Phone Number: (888) 695-3245
Registered State(s):
  • AR
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
86

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