Unclaimed
Jon Aron Livingston is an active investment advisor representative and broker-dealer representative with over 30 years of experience in the financial services industry. Jon is currently registered with Eagle Strategies LLC, where Jon provides financial planning, portfolio management, and educational seminars to individuals and businesses. Jon has a wide range of experience and expertise in the financial services industry, including a strong track record of success in building and managing client relationships. Jon has a deep understanding of the financial markets and is committed to providing personalized and customized financial solutions that meet the unique needs of each client. Jon is also highly skilled in communicating complex financial concepts in a clear and concise manner.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
01/02/2025 - Present
Eagle Strategies LLC (PALATKA FL)
IA
Issued 08/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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