Jay ShahCRD Number: 5306835
Current Firm: Eagle Strategies LLC
Jay Shah (CRD# 5306835) is an Investment Advisor Representative working at Eagle Strategies LLC in Maitland, FL and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Eagle Strategies LLC||Orlando, FL||Nov 2010 - Current||7|
|New York Life Securities LLC||Orlando, FL||Dec 2007 - Current||9|
|New York Life Insurance Company||Orlando, FL||Apr 2007 - Current||10|
|Sims Wilkerson Engineering||Winter Park, FL||May 2006 - Jul 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2010|
|S63||Uniform Securities State Law Examination||Aug 2008|
Total Assets Under Management5,154MILLIONS
Total Number of Accounts29,837ACCOUNTS
Average Account Value$172,747
- 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