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Jeremy William Johansen

Eagle Strategies LLC

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About Jeremy William Johansen

Jeremy Johansen is a registered investment advisor representative in the state of California. Jeremy has been in the industry since December 2020, specializing in a variety of investment strategies. Jeremy is affiliated with Eagle Strategies LLC, a firm that offers financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. Jeremy has experience in providing financial advice and services to a diverse client base, including individuals, families, and businesses. Prior to joining Eagle Strategies LLC, Jeremy was an associate with Falcon Financial and Insurance Solutions, Inc., selling New York Life products and services.

Firm Information

Jeremy Johansen 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

6795 N PALM AVE

FRESNO, CA 93704

$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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Jeremy Johansen’s Registration & Firm History

CA

04/07/2021 - Present

Eagle Strategies LLC (FRESNO CA)

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Licenses & Designations

BOTH

Issued 3/1/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/18/2020

Series 7TO - General Securities Representative Examination

BC

Issued 7/14/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeremy William Johansen.
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