Jason  Spears,  CFP<sup>&reg;</sup> - Financial Advisor

Jason Spears, CFP®

CLU, ChFC, CLF

Director of Development

Eagle Strategies

500 W. Madison Street, Suite 1725
Chicago, IL 60661
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General

Jason Spears is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Eagle Strategies in Chicago, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 26, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLF

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

NYLIFE Securities LLC

Financial Advisor's Specialties

Budget & Debt Management, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Insurance, Job Loss, Retirement, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth

More

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