Unclaimed
Jason Tyler Eagle is an Investment Advisor Representative with Regal Investment Advisors LLC. Jason has been in the industry since 2009 and has a Series 6, Series 63, and Series 65 license. Jason is also a Certified Financial Planner. Jason's previous employment includes positions at Securian Financial Services, Inc., GV Financial Advisors Inc., and JOYN Advisors, Inc. Jason specializes in providing financial planning services to individuals, businesses, and charitable organizations. Jason's firm has a regulatory asset under management of $2,550,489,630. Jason offers a variety of services including financial planning, pension consulting, and educational seminars. Jason also offers portfolio management for individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Third party fees
1
2
MI
02/21/2020 - Present
Regal Investment Advisors LLC (KENTWOOD MI)
GA
05/26/2016 - 01/23/2020
SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)
BC
Issued 09/12/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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