Jeffrey Ransenberg, financial advisor Westlake Village CA

Jeffrey Ransenberg

CRD Number: 3140876
Current Firm: Eagle Strategies LLC

Jeffrey Ransenberg (CRD# 3140876) is an Investment Advisor Representative working at Eagle Strategies LLC in Westlake Village, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Ransenbergfinancial & Insurance Services Woodland Hills, CA Mar 2008 - Current 16
Eagle Strategies LLC West Lake Village, CA Dec 2006 - Current 17
New York Life Ins. Company Woodland Hills, CA Oct 1998 - Current 25
Nylife Securities Inc. Woodland Hills, CA Oct 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Dec 2006
Contact Info for Jeffrey Ransenberg
Phone Number: (888) 695-3245
Registered State(s):
  • CA
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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