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Jenny Po wah Yu

Eagle Strategies LLC

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About Jenny Po wah Yu

Jenny Yu is a financial advisor with over 15 years of experience in the industry. Jenny has been registered with the Securities and Exchange Commission (SEC) since 2008 and is currently licensed to provide investment advice in several states. Jenny has worked with Eagle Strategies LLC since 2010 and previously with Ameriprise Financial Services, Inc. Jenny is a graduate of the University of California, Berkeley and holds a Series 7 and Series 66 license as well as the SIE exam. Jenny specializes in providing financial advice to individuals and families, as well as businesses and charitable organizations. Jenny's focus is on wealth management, retirement planning, and estate planning.

Firm Information

Jenny Yu 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

425 MARKET STREET

SAN FRIANCIS, CA 94105

$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 5/3/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 3/22/2008

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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