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Jenny Po wah Yu

Eagle Strategies LLC

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About Jenny Po wah Yu

Jenny Po wah Yu is an investment advisor representative with Eagle Strategies LLC, a firm with a focus on providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management services. Jenny Yu is registered with the state of California as a Registered Investment Advisor and has over 15 years of experience in the industry. Jenny Yu has passed both the Series 7 and the Series 66 exams. Jenny Yu also has a wide range of experience in the insurance industry and is also appointed with outside carriers for the purpose of brokering non-registered insurance products.

Firm Information

Jenny Yu 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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Jenny Yu’s Registration & Firm History

CA

01/03/2018 - Present

Eagle Strategies LLC (SAN FRIANCIS CA)

CA

03/24/2008 - 04/07/2010

AMERIPRISE FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 05/03/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jenny Po wah Yu.
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