Jonathan SchoenbergCRD Number: 4900169
Current Firm: Eagle Strategies LLC
Jonathan Schoenberg (CRD# 4900169) is an Investment Advisor Representative working at Eagle Strategies LLC in New York, NY and has over 16 years of experience in the finance industry. Jonathan Schoenberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|The Rsi Group, LLC||New York, NY||Feb 2021 - Current||< 1|
|Lenert Financial Group||New York, NY||Jun 2020 - Current||1|
|Ipb Financial||New York, NY||Jun 2009 - Current||12|
|Eagle Strategies LLC||New York, NY||Jan 2008 - Current||13|
|Nylife Securities, Inc.||New York, NY||Jul 2005 - Current||16|
|New York Life Insurance Company||New York, NY||Jan 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2005|
Total Assets Under Management13,987MILLIONS
Total Number of Accounts66,451ACCOUNTS
Average Account Value$210,490
- 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, WY
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