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Jodi Krom Herman

Eagle Strategies LLC

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About Jodi Krom Herman

Jodi Krom Herman is an Investment Advisor Representative with Eagle Strategies LLC. Jodi has been in the industry since January 21, 2014, and has been registered with Eagle Strategies LLC since January 2020. Jodi is licensed in 22 states and has several registrations including both Broker-Dealer and Investment Advisor. Jodi has a Series 7, Series 66, and SIE license. Jodi specializes in several areas including Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses and Pension Consulting.

Firm Information

Jodi Herman 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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Jodi Herman’s Registration & Firm History

NY

08/03/2021 - Present

Eagle Strategies LLC (LATHAM NY)

NY

03/29/2013 - 03/01/2019

RAYMOND JAMES FINANCIAL SERVICES, INC. (SARATOGA SPRINGS NY)

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Licenses & Designations

BOTH

Issued 08/06/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jodi Krom Herman.
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