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Jacob David Boom

Eagle Strategies LLC

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About Jacob David Boom

Jacob Boom is a registered Investment Advisor Representative and a General Securities Representative with Eagle Strategies LLC. Jacob has been in the financial services industry since January 2014. Jacob offers a variety of financial services to his clients, including financial planning, portfolio management, and insurance brokerage. Jacob holds the Series 6, 7TO, 63, and 65 licenses and is registered in South Dakota, Iowa and Minnesota. Jacob also owns and operates Boom Leatherwork, a custom leather goods business, and Boom Farming, a farming operation. Jacob is dedicated to helping clients achieve their financial goals.

Firm Information

Jacob Boom is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$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 Boom’s Registration & Firm History

SD

07/29/2022 - Present

Eagle Strategies LLC (SIOUX FALLS SD)

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Licenses & Designations

IA

Issued 06/27/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/24/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/25/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/2014

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 David Boom.
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