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J Winston Hollingsworth

Eagle Strategies LLC

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About J Winston Hollingsworth

J Winston Hollingsworth is a financial advisor at Eagle Strategies LLC, based in Greenville, NC. J Winston has been in the financial industry since December 2008. J Winston has passed the Series 7, Series 66, and SIE exams. J Winston specializes in providing financial planning, pension consulting, and educational seminars. J Winston has also been registered with Wells Fargo Clearing Services, LLC and Edward Jones.

Firm Information

J Hollingsworth 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

1302 E FIRETOWER ROAD

GREENVILLE, NC 27858-4124

$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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J Hollingsworth’s Registration & Firm History

NC

02/08/2021 - Present

Eagle Strategies LLC (GREENVILLE NC)

NC

03/15/2013 - 01/22/2021

WELLS FARGO CLEARING SERVICES, LLC (GOLDSBORO NC)

NC

12/12/2008 - 03/26/2013

EDWARD JONES (KINSTON NC)

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Licenses & Designations

BOTH

Issued 12/30/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for J Winston Hollingsworth.
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