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Jeff James Berg

Eagle Strategies LLC

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About Jeff James Berg

Jeff James Berg is a financial advisor with over 23 years of experience in the industry. He has a Series 3, 7, 31 and 66 license and has been with Eagle Strategies LLC since 2009. Jeff James Berg is registered in Arizona, California, Colorado, Nevada, Oregon, Texas and Washington. Prior to joining Eagle Strategies LLC, Jeff James Berg worked at MORGAN STANLEY DW INC. for five years. Jeff James Berg also works as an insurance broker and is the owner of a ranch and home. Jeff James Berg specializes in Retirement Planning, College Savings, Estate Planning, Insurance and Tax Planning.

Firm Information

Jeff Berg 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

3255 WEST MARCH LANE

STOCKTON, CA 95219

$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 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 9/11/2002

Series 3 - National Commodity Futures Examination

BC

Issued 12/23/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 12/3/1999

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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