Burns Financial Advisors
41yrs
Top advisor by experience in Independence
21yrs
Jon Stamberger has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Independence, Ohio. Jon joined Eagle Strategies in 2006, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 237 advisors with offices in Independence, and one of 176 fiduciaries.
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 67% of advisors in Independence
Office6100 Oak Tree Blvd Suite 300, Independence, OH 44131
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 ?2 states
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.
Career
- 2006 – nowEagle Strategies LLCCurrent firm
Contact Jon
Local office(440) 554-0616Ask for Jon. (888) 695-3245Main office · New York, NY 6100 Oak Tree Blvd Suite 300Independence, OH 44131Office · Get directions Firm websiteHTTP://WWW.EAGLESTRATEGIES.COM
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Questions to ask Jon
Tailored to Jon’s registration and firm.
- 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 Jon
How do I contact Jon?
Call Jon’s local office at (440) 554-0616 or the Eagle Strategies main office at (888) 695-3245, and ask for Jon Stamberger.
How long has Jon been a financial advisor?
Jon has been in the industry since 2006, about 21 years. More experience than 67% of advisors in Independence.
What licenses does Jon hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jon 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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