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David Jon Wilson

Eagle Strategies LLC

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About David Jon Wilson

David Jon Wilson is a financial advisor registered with Eagle Strategies LLC in Waltham, Massachusetts. David has been in the industry since October 2013 and holds a Series 66, Series 7 and SIE licenses. David also holds the designations Certified Financial Planner and Chartered Financial Consultant. David has prior experience with Morgan Stanley. David's areas of expertise include retirement planning, education planning, and investment planning. David is passionate about helping clients achieve their financial goals.

Firm Information

David Wilson is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

201 JONES ROAD

WALTHAM, MA 02451

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Wilson’s Registration & Firm History

MA

03/09/2015 - Present

Eagle Strategies LLC (WALTHAM MA)

MA

08/27/2013 - 04/09/2014

MORGAN STANLEY (WALTHAM MA)

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Licenses & Designations

BOTH

Issued 9/26/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 8/27/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Jon Wilson.
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