Jonathan Schoenberg, financial advisor New York NY

Jonathan Schoenberg

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Jonathan Schoenberg
Phone Number: (888) 695-3245
Registered State(s):
  • NY
  • VT
By the Numbers
  • Total Assets Under Management
    13,987
    MILLIONS
  • Total Number of Accounts
    66,451
    ACCOUNTS
  • Average Account Value
    $210,490
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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