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Jane Leeka Fruin

Eagle Strategies LLC

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About Jane Leeka Fruin

Jane Leeka Fruin is a registered representative with Eagle Strategies LLC, located in Eugene, OR. Jane has over 35 years of experience in the financial services industry. Jane is registered with the state of Oregon and holds Series 6, 7, 63 and 66 securities licenses. Jane specializes in financial planning and portfolio management for individuals. Jane offers other services such as educational seminars, publication of periodicals and selection of other advisors. In addition to working with clients, Jane is also active in her community and is the owner of a rental property in Eugene. Jane is a motivational speaker for Christian women's retreats and other service organizations.

Firm Information

Jane Fruin 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

120 OAKWAY CENTER

EUGENE, OR 97401

$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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Jane Fruin’s Registration & Firm History

OR

09/10/2024 - Present

Eagle Strategies LLC (EUGENE OR)

OR

08/03/2000 - 02/28/2012

ALLSTATE FINANCIAL SERVICES, LLC (EUGENE OR)

AZ

08/25/1998 - 06/15/1999

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

IL

05/29/1997 - 08/04/1998

LINCOLN BENEFIT FINANCIAL SERVICES, INC. (NORTHBROOK IL)

NY

10/05/1987 - 01/09/1997

EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)

NY

10/05/1987 - 01/09/1997

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 9/3/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/6/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 8/6/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/2/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jane Leeka Fruin. Review regulatory record here.
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