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Eagle Strategies LLC

 

Jason S. Min, LUTCF
Financial Adviser*
CA Ins. Lic. #OC64081
Eagle Strategies LLC
A Registered Investment Adviser
Executive Council Member since 1999

6300 Wilshire Blvd., 22nd Floor
Los Angeles, CA 90048
Office:  323-782-3000
Direct:  323-782-6307
Fax:     323-782-6304
jasonmin@eaglestrategies.com
 

 

Jason S. Min is a Financial Adviser with Eagle Strategies, LLC, a Registered Investment Adviser and has been providing clients with customized wealth management solutions for over 12 years.  He is driven and passionate about his specialty- helping clients build wealth, protect assets, and develop tax efficient** succession plans within their trusts. 

Jason offers unbiased fee-based financial planning and investment advisory services.  Eagle Strategies, LLC is a specialized and an independently operated affiliate of New York Life, a Fortune 100 company. 


If you’re concerned about:

 

At Eagle Strategies our focus is on advice, creating solutions that fit the unique business succession and asset management needs of our clients.   We use a fee-based “assets under management” approach, which helps to ensure that our interests are always aligned with yours—to protect and potentially grow your investments.  Through our various investment programs-ranging from separately managed portfolios of stocks and bonds to no-load, load-waived and institutional mutual funds-we can personalize your investment portfolio to help you meet your financial goals.  

 

Click here to see an overview of client services process.

 

My associates and I work exclusively with owners of privately held businesses, corporate executives, and high net worth families. My ultimate goal is to crystallize clients’ financial objectives and to be a catalyst in implementing customized plans.  Overall, my passion is to help clients obtain a sense of personal and financial well-being, regardless of how simple or complex their needs may be.  Through Eagle Strategies, my clients have access to fee-based financial planning as well as fee-based money management.

 

*Jason S. Min is also separately registered as an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser offering investment advisory services in the state of CA. As such these services are strictly intended for individuals residing in CA.

Jason S. Min is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of California and Washington. No offers may be made or accepted from any resident outside the specific states referenced.

Jason S. Min is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of California and Washington. No offers may be made or accepted from any resident outside the specific states referenced.

 

 **Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

 

 

Please use my Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.

 
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