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Jonathan G Serafin

Eagle Strategies LLC

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About Jonathan G Serafin

Jonathan Serafin is an Investment Advisor Representative with Eagle Strategies LLC. Jonathan has been active in the financial services industry for over 14 years, starting his career in 2009. He holds Series 6, 7, 63, and 65 securities licenses and is registered with the Financial Industry Regulatory Authority (FINRA) as well as in 16 states. Jonathan has worked for both NYLIFE Securities LLC and New York Life Insurance Company. Jonathan specializes in financial planning, portfolio management for individuals, educational seminars, pension consulting, and publication of periodicals.

Firm Information

Jonathan Serafin 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

625 ELDEN STREET

HERNDON, VA 20170

$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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Jonathan Serafin’s Registration & Firm History

VA

06/22/2012 - Present

Eagle Strategies LLC (HERNDON VA)

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Licenses & Designations

IA

Issued 6/15/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 7/30/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 4/28/2015

Series 7 - General Securities Representative Examination

BC

Issued 7/9/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan G Serafin.
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