Rose Roberts-Jassoy, financial advisor Saint Charles IL
93 score

Rose Roberts-Jassoy

CRD Number: 1317691
Current Firm: Eagle Strategies LLC

Rose Roberts-Jassoy (CRD# 1317691) is an Investment Advisor Representative working at Eagle Strategies LLC in Saint Charles, IL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Roberts-jassoy Financial Group St. Charles, IL May 2001 - Current 15
Nylife Securities Inc. Oak Brook, IL Oct 1984 - Current 32
New York Life Insurance Co Oak Brook, IL Sep 1984 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1991
Contact Info for Rose M. Roberts-Jassoy
Phone Number: (888) 695-3245
Registered State(s):
  • IL
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
93
Clean Record
This advisor has a clean track record with regulators.

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