Jason Bourque, financial advisor Hanover MA

Jason Bourque

CRD Number: 5178560
Current Firm: Eagle Strategies LLC

Jason Bourque (CRD# 5178560) is an Investment Advisor Representative working at Eagle Strategies LLC in Hanover, MA and has over 17 years of experience in the finance industry.

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Lido
Company Name Location Dates Years
Eagle Strategies LLC Bridgewater, MA May 2017 - Current 6
Creative Wealth Solutions And Insurance Services, LLC Bridgewater, MA Feb 2015 - Current 9
New York Life Insurance Company Waltham, MA Aug 2006 - Current 17
Nylife Securities Waltham, MA Jun 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2006
S66 NASAA Uniform Combined State Law Examination May 2017
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jason T. Bourque
Phone Number: (888) 695-3245
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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