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Jeff James Berg

Eagle Strategies LLC

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About Jeff James Berg

Jeff Berg is a financial advisor with Eagle Strategies LLC, a financial services firm with a presence in multiple states. Jeff Berg has been working in the financial industry since 2001 and is registered with the state of California as an investment advisor representative. Jeff Berg holds a variety of licenses, including Series 3, 7, 31, 66, and SIE, demonstrating a strong foundation in financial markets and securities trading. Jeff Berg has worked with individuals, high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Jeff Berg 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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Jeff Berg’s Registration & Firm History

CA

12/11/2023 - Present

Eagle Strategies LLC (STOCKTON CA)

NY

02/25/2000 - 09/16/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 12/16/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2002

Series 3 - National Commodity Futures Examination

BC

Issued 12/23/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 12/03/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeff James Berg. Review regulatory record here.
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