Jonathan Johnson, financial advisor Dallas TX

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 Dallas, TX and has over 20 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 9
Eagle Strategies LLC Tyler, TX Jun 2007 - Current 16
Nylife Securities LLC Tyler, TX Dec 2002 - Current 21
New York Life Insurance Company Tyler, TX Sep 2002 - Current 21
Johnson Financial Group LLC Tyler, TX Jun 2007 - Dec 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2003
S65 NASAA Investment Advisors Law Examination Jun 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jonathan R. Johnson
Phone Number: (888) 695-3245
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
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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