Aaron Jones is a registered investment advisor at Eagle Strategies LLC, based in Vienna, VA, with 19 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
8075 Leesburg Pike, Suite 400, Vienna, VA, 22182
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Regulatory History (1)
Customer Dispute
January 2017Other Business Activities
Aaron is an investment advisor affiliated with Eagle Strategies and a financial services professional affiliated with NYLife Securities LLC. He uses the d/b/a name 'Avenue Wealth' for NYL & non-NYL brokered cases.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.