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Jordan Brock Fairbanks

Eagle Strategies LLC

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About Jordan Brock Fairbanks

Jordan Fairbanks is a financial professional with over a decade of experience in the industry. Jordan is currently registered as a registered representative with Eagle Strategies LLC, a firm with offices in GRAND RAPIDS, MI. Jordan also holds an insurance brokering license and provides insurance brokerage services. Jordan has a wide range of experience with a focus on financial planning and portfolio management for individuals and charitable organizations. Jordan has served clients across several states. Jordan is passionate about helping individuals and families achieve their financial goals.

Firm Information

Jordan Fairbanks 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

333 BRIDGE STREET NW

GRAND RAPIDS, MI 49504

$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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Jordan Fairbanks’s Registration & Firm History

MI

11/12/2013 - Present

Eagle Strategies LLC (GRAND RAPIDS MI)

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Licenses & Designations

BOTH

Issued 11/6/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 6/30/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/16/2013

Series 7 - General Securities Representative Examination

BC

Issued 1/10/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Brock Fairbanks.
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