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Jules Epstein

Eagle Strategies LLC

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About Jules Epstein

Jules Epstein is a financial advisor in Boca Raton, FL. Jules has over 49 years of experience in the financial services industry and has been with Eagle Strategies LLC since 2000. Jules has a Series 7TO, Series 63, and Series 1 license. Jules is registered in Florida, New York and North Carolina. Jules Epstein specializes in providing financial planning, pension consulting and investment management services.

Firm Information

Jules Epstein 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

2500 NORTH MILITARY TRAIL

BOCA RATON, FL 33431

$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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Jules Epstein’s Registration & Firm History

FL

10/09/2000 - Present

Eagle Strategies LLC (BOCA RATON FL)

NA

06/19/1983 - 11/08/1983

AETNA LIFE INSURANCE AND ANNUITY COMPANY

NA

01/27/1971 - 11/27/1979

NEW YORK LIFE VARIABLE CONTRACTS CORPORATION

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Licenses & Designations

BC

Issued 8/29/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 1/2/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 1/20/1971

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jules Epstein.
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