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Jason Palmadesso

Eagle Strategies LLC

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About Jason Palmadesso

Jason Palmadesso is a financial professional with over 20 years of experience in the industry. Jason is currently registered with Eagle Strategies LLC, which has a broad range of services for individuals, businesses, and institutions. Jason is also registered as an investment advisor representative (IAR) in Florida, Massachusetts, and Texas.

Firm Information

Jason Palmadesso 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

2455 EAST SUNRISE BLVD

FORT LAUDERDALE, FL 33304

$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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Jason Palmadesso’s Registration & Firm History

FL

09/02/2021 - Present

Eagle Strategies LLC (FORT LAUDERDALE FL)

FL

04/23/2008 - 01/29/2010

NYLIFE SECURITIES LLC (FORT LAUDERDALE FL)

FL

06/06/2007 - 03/25/2008

PRIME CAPITAL SERVICES, INC. (BOCA RATON FL)

FL

06/06/2006 - 04/17/2007

KOVACK SECURITIES INC. (BOYNTON BEACH FL)

MA

03/31/2003 - 06/09/2004

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NY

11/24/1999 - 03/31/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 4/22/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 2/16/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Palmadesso.
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