Jonathan Serafin, financial advisor Vienna VA
93 score

Jonathan Serafin

CRD Number: 5627262
Current Firm: Eagle Strategies LLC

Jonathan Serafin (CRD# 5627262) is an Investment Advisor Representative working at Eagle Strategies LLC in Vienna, VA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Eagles Strategies LLC Vienna, VA Jun 2012 - Current 4
Nylife Securities LLC Vienna, VA Jun 2009 - Current 7
New York Life Insurance Company Vienna, VA Dec 2008 - Current 8
Costco Fairfax, VA May 2004 - Nov 2008 4
Cumulus Radio Radford, VA Dec 2007 - May 2008 < 1
Radford Univ Radford, VA Sep 2003 - May 2008 4
J Serafin Construction Fairfax, VA Jan 2001 - Dec 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2009
S65 NASAA Investment Advisors Law Examination Jun 2012
Contact Info for Jonathan G. Serafin
Phone Number: (888) 695-3245
Registered State(s):
  • VA
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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