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Jeffrey S Light

Eagle Strategies LLC

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About Jeffrey S Light

Jeffrey Light is an active investment advisor representative with Eagle Strategies LLC. Jeffrey is registered with both FINRA and the state of Michigan, and is licensed to provide investment advice in Michigan, Ohio and Texas. Jeffrey has been in the financial services industry since 2002, and previously worked with Royal Alliance Associates, Inc., Signator Investors, Inc., and AXA Advisors, LLC.

Firm Information

Jeffrey Light 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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Jeffrey Light’s Registration & Firm History

MI

04/23/2020 - Present

Eagle Strategies LLC (GRAND RAPIDS MI)

MI

11/02/2018 - 04/01/2020

ROYAL ALLIANCE ASSOCIATES, INC. (GRAND RAPIDS MI)

MI

06/21/2006 - 11/02/2018

SIGNATOR INVESTORS, INC. (GRAND RAPIDS MI)

MI

09/08/2004 - 06/07/2006

AXA ADVISORS, LLC (GRAND RAPIDS MI)

MA

02/01/2002 - 08/27/2004

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 11/05/2015

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 02/28/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/12/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey S Light.
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