Jonathan Johnson, financial advisor Tyler TX
93 score

Jonathan Johnson

CRD Number: 4612570
Current Firm: Eagle Strategies LLC

Jonathan Johnson (CRD# 4612570) is an Investment Advisor Representative working at Eagle Strategies LLC in Tyler, TX and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Johnson Financial Strategies, LLC Tyler, TX Dec 2014 - Current 2
New York Life Insurance Company Tyler, TX Sep 2002 - Current 14
Johnson Financial Group LLC Tyler, TX Jun 2007 - Dec 2014 7
University Of Texas At Tyler Tyler, TX Jan 2009 - May 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2003
S65 NASAA Investment Advisors Law Examination Jun 2007
Contact Info for Jonathan R. Johnson
Phone Number: (888) 695-3245
Registered State(s):
  • TX
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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