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John F Glass

Eagle Strategies LLC

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About John F Glass

John F. Glass is an investment advisor representative with Eagle Strategies LLC. John has been active in the financial services industry since 1981 and is registered with the state of Arizona. John is a registered investment advisor and is also a registered representative with FINRA. John has been a registered representative with National Planning Corporation, AIG Financial Advisors, Inc., SunAmerica Securities, Inc., Anchor National Financial Services, Inc., Integrated Resources Equity Corporation, and Royal Alliance Associates, Inc. in the past. John is also a licensed insurance broker. John is dedicated to providing his clients with the best possible financial advice and service.

Firm Information

John Glass 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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John Glass’s Registration & Firm History

AZ

03/21/2013 - Present

Eagle Strategies LLC (PARADISE VALLEY AZ)

AZ

01/02/2009 - 12/04/2012

NATIONAL PLANNING CORPORATION (PHOENIX AZ)

AZ

10/31/2005 - 12/31/2008

AIG FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

05/19/1992 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

NA

11/22/1989 - 05/19/1992

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

NA

11/20/1989 - 12/12/1989

INTEGRATED RESOURCES EQUITY CORPORATION

AZ

11/19/1989 - 12/06/1989

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NA

01/25/1984 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

08/05/1981 - 01/30/1984

TRANSAMERICA FUND SALES, INC.

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Licenses & Designations

IA

Issued 10/01/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/29/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/30/1989

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/1972

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John F Glass.
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