Steward Partners Investment Advisory
46yrs
Top advisor by experience in Andover
2yrs
Jonathan de Jesus
Financial advisor at Eagle Strategies
Jonathan de Jesus has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Andover, Massachusetts. Jonathan joined Eagle Strategies in 2024, 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 128 advisors with offices in Andover, and one of 109 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office10 New England Business Center 2nd Floor, Andover, MA 01810
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.
Career
- Dec 2024 – nowEagle Strategies LLCCurrent firm
Contact Jonathan
10 New England Business Center 2nd FloorAndover, MA 01810Office · Get directions Firm main line(888) 695-3245Headquarters: Eagle Strategies · New York, NY Firm websitewww.eaglestrategies.com
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Jonathan
How do I contact Jonathan?
Call Eagle Strategies at (888) 695-3245 and ask for Jonathan de Jesus. Jonathan works from the Andover, MA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan 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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