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Jesse Bond

Eagle Strategies LLC

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About Jesse Bond

Jesse Bond is a financial advisor with Eagle Strategies LLC. Jesse is registered with the state of Washington and is also registered with the state of Texas as an investment advisor. Jesse has been in the financial services industry since 2003. Jesse is a Series 6, 7, 63, and 65 licensed representative. Jesse holds the Securities Industry Essentials (SIE) designation. Jesse has a broad base of experience in financial advising and has a history of providing investment advice to clients. Jesse also has experience as an insurance broker and has experience in working with high-net-worth individuals and organizations. Jesse works out of the Seattle office of Eagle Strategies LLC.

Firm Information

Jesse Bond 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

155 NE 100TH STREET

SEATTLE, WA 98125

$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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Jesse Bond’s Registration & Firm History

WA

12/09/2006 - Present

Eagle Strategies LLC (SEATTLE WA)

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Licenses & Designations

IA

Issued 12/5/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 9/2/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/19/2013

Series 7 - General Securities Representative Examination

BC

Issued 8/14/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jesse Bond.
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