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Jeffrey S Light

Eagle Strategies LLC

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About Jeffrey S Light

Jeffrey Light is a financial advisor with Eagle Strategies LLC in GRAND RAPIDS, MI. Jeffrey has been in the industry since 2002. Jeffrey is registered with FINRA, and holds licenses in Michigan, Ohio and Texas. Jeffrey specializes in providing financial planning, pension consulting and educational seminars. Jeffrey has experience working with individuals, high-net-worth individuals, corporations and charitable organizations.

Firm Information

Jeffrey Light 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

333 BRIDGE STREET NW

GRAND RAPIDS, MI 49504

$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 11/5/2015

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 2/28/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 2/12/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 1/31/2002

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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