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Jacob Daniel Davis

Eagle Strategies LLC

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About Jacob Daniel Davis

Jacob Daniel Davis is a financial advisor currently registered with Eagle Strategies LLC. Jacob Daniel Davis has been in the financial industry since December 13, 2015. Jacob Daniel Davis is registered in Pennsylvania for both securities and investment advisory services. Jacob Daniel Davis is also registered in Maryland, Ohio and West Virginia for securities services. Jacob Daniel Davis specializes in the areas of Retirement, Fixed Income, Mutual Funds, Annuities and Variable Products.

Firm Information

Jacob Davis 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

7160 DALLAS PARKWAY

PLANO, TX 75024

$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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Jacob Davis’s Registration & Firm History

TX

01/05/2024 - Present

Eagle Strategies LLC (PLANO TX)

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Licenses & Designations

BOTH

Issued 12/22/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/13/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/18/2022

Series 24 - General Securities Principal Examination

BC

Issued 11/1/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Daniel Davis.
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