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Jake Peltier

Eagle Strategies LLC

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About Jake Peltier

Jake Peltier is a registered representative with Eagle Strategies LLC. Jake Peltier's office is located in NEW ORLEANS, Louisiana. Jake Peltier is a Registered Representative and Investment Advisor Representative, holding both FINRA Series 66 and Series 63 licenses. Jake Peltier has been working in the securities industry since 2020. Jake Peltier provides financial planning, portfolio management for individuals, and educational seminars for clients. Jake Peltier has a history of working with individuals, high-net-worth individuals, and corporations. Jake Peltier also has a history of working with insurance companies, charitable organizations, and pension and profit sharing plans.

Firm Information

Jake Peltier 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

639 LOYOLA AVE

NEW ORLEANS, LA 70113-0000

$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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Jake Peltier’s Registration & Firm History

LA

08/24/2022 - Present

Eagle Strategies LLC (NEW ORLEANS LA)

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Licenses & Designations

BOTH

Issued 8/20/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 1/11/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 5/2/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/28/2020

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

BC

Issued 11/30/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jake Peltier.
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