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Jacob Stephen Schmitz

Eagle Strategies LLC

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About Jacob Stephen Schmitz

Jacob Schmitz is an investment advisor representative at Eagle Strategies LLC with over 6 years in the industry. Jacob has a Series 66, 63, 7, 6, and SIE license and is registered in Kansas, Missouri, Washington, and Texas. Jacob’s specialties include Portfolio Management for Individuals, Financial Planning, and Portfolio Management for Businesses. Jacob is also a Board Member for the Young Catholic Professionals – Kansas City Chapter.

Firm Information

Jacob Schmitz 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 Schmitz’s Registration & Firm History

KS

11/05/2024 - Present

Eagle Strategies LLC (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 05/06/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/29/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/12/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/07/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/15/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Stephen Schmitz.
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