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John Douglas Garnett

Eagle Strategies LLC

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About John Douglas Garnett

John Douglas Garnett is a financial professional with over 30 years of experience in the industry. He is a Registered Representative and Investment Advisor Representative, currently affiliated with Eagle Strategies LLC. John's expertise includes financial planning, investment management, and pension consulting. He has a comprehensive understanding of the financial markets and can provide personalized advice to meet individual client needs. John has a proven track record of success and is dedicated to helping clients achieve their financial goals. John is a Chartered Financial Consultant and holds several professional licenses, including Series 7, Series 6, Series 22, Series 24, and Series 51.

Firm Information

John Garnett 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

999 FOURIER DRIVE

MADISON, WI 53717

$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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John Garnett’s Registration & Firm History

WI

03/15/2011 - Present

Eagle Strategies LLC (MADISON WI)

NY

06/25/1987 - 11/08/1989

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 6/5/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 6/22/2010

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 5/1/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 5/1/1995

Series 7 - General Securities Representative Examination

BC

Issued 2/29/1988

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 6/24/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Douglas Garnett.
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