Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
42yrs
Jules Epstein
Financial advisor at Eagle Strategies
Jules Epstein has worked in the financial industry for 42 years and is a financial advisor based in Boca Raton, Florida. Jules joined Eagle Strategies in 2000, a firm offering financial planning, investment management, and retirement plan consulting. Eagle Strategies reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience42 years (since 1984)
How that compares ?Top 2% by experience in Florida
Office2500 North Military Trail Suite 300, Boca Raton, FL 33431
FirmEagle Strategies
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$235,446
Advisors at the firm2,501
States licensed ?1 state
Services through Eagle Strategies
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2000 – nowEagle Strategies LLCCurrent firm
Questions to ask Jules
Tailored to Jules’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jules
How do I contact Jules?
Call Eagle Strategies at (888) 695-3245 and ask for Jules Epstein. Jules works from the Boca Raton, FL office.
How long has Jules been a financial advisor?
Jules has been in the industry since 1984, about 42 years. Top 2% by experience in Florida.
What licenses does Jules hold?
Series 63. Tap any license on this page to see what it allows.
Is Jules a fiduciary?
Jules is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jules paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jules for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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