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Jason Harris

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Canastota, NY

Credentials

Series 63, Series 65

Industry experience

15 years

About

Jason Harris is a financial advisor with Eagle Strategies (NY Life) and Crystal Clear Financial Group, LLC, holding Series 63 and Series 65 licenses. He has 15 years of industry experience, including roles at NYLife Securities, LLC and New York Life Insurance since 2010. In addition to his advisory work, he operates as an insurance broker, brokering non-registered insurance products for clients. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Client services

Based on Eagle Strategies (NY Life)

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Eagle Strategies (NY Life)

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Eagle Strategies (NY Life)

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 0.80% annually for Eagle Retirement Plan Consulting Program (CP), fees may be tiered based on asset levels $0+: 0.05% to 0.80% annually for ERISA Investment Manager Program (EIMP), fees may be tiered based on asset levels $0+: 0% to 1.25% annually for Co-Advisory Program (fees are negotiable and charged in addition to Co-Adviser fees) $25,000+: 0% to 1.00% annually for New York Life Premier Advisory Variable Annuity (Advisory VA), fee applies only during accumulation phase

Commissions

IARs receive commissions for insurance, annuities (except Advisory VA), and securities products sold as registered representatives or insurance agents, in addition to advisory fees

Project-based

Hourly fee for advice generally ranges from $100 to $400 per hour, engagements typically not exceeding 12 hours

Subscriptions

Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years, paid annually, monthly or quarterly

Other

Account minimum: $25,000 for the New York Life Premier Advisory Variable Annuity; no minimum for other advisory programs though some third-party managers or co-advisers may have minimums which can be waived or negotiated Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan; financial seminar fees generally range from $35 to $200 per attendee; hourly advice fees generally range from $100 to $400 per hour Fee-only: Financial planning fees, fee-based hourly advice, and financial seminar fees as noted under minimum_fee

Location

Canastota, NY

Most active in

New York

Work history

Crystal Clear Financial Group, LLC

2025 - Present (1 year)

Eagle Strategies (NY Life)

2025 - Present (1 year)

NYLIfe Securities, LLC

2010 - Present (16 years)

New York Life insurance

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Judson A

Series 63, Series 65, Series 66

Cazenovia, NY

Dark Horse Wealth LLC

Judson Ames is the sole advisor at Dark Horse Wealth LLC in Cazenovia, NY, holding Series 63, 65, and 66 licenses with 15 years at the firm and four years of industry experience. Outside of his advisory work, he serves as a referee during the fall months. Dark Horse Wealth LLC provides wealth management, financial planning, and portfolio management services to individual investors, corporations, and retirement plans, employing a strategy centered on low-cost passive funds complemented by tactical individual securities and supported by institutional custody and trade-allocation tools.

Wealth management General retirement planning Income planning Annuities Passive / index investing
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Series 63, Series 66

Chittenango, NY

Champion, Jessica

Jessica Champion is the principal of Champion Method LLC, a registered investment adviser, with seven years of industry experience. She has worked at multiple financial firms, including LPL Financial and Ameriprise Financial Services LLC. Champion holds Series 63 and Series 66 licenses. Champion Method LLC provides wealth management and financial planning services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and charting analysis within a Modern Portfolio Theory framework, offering both active and passive investment options while accommodating socially responsible preferences.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Series 63, Series 65

Manlius, NY

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Christopher Roop is a financial advisor at Solid Point Wealth Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Sandhill Investment Management and Manning & Napier Advisors, LLC. He is based in Queensbury, NY. Solid Point Wealth Advisors serves individual clients, including high-net-worth individuals, plan sponsors, and businesses, offering discretionary portfolio management, model-portfolio implementation, and retirement-plan advisory services. The firm uses a combination of analytical approaches across various trading horizons and manages client accounts on an ongoing basis.

Wealth management Retirement income strategy Founder/Business Owner
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Series 63, Series 65

Manlius, NY

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Antony Desorbo is a financial advisor at Solid Point Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Manning & Napier Advisors and Manning & Napier Benefits. Outside of advising, he is co-founder and CEO of Elite NIL, Inc., a college sports marketing agency, and co-founder and president of the 315 Foundation, a nonprofit connecting Syracuse University athletes with charities. Solid Point Wealth Advisors serves individual clients, including high-net-worth individuals, as well as plan sponsors and businesses, offering discretionary portfolio management and retirement-plan advisory services. The firm employs a range of analytical approaches and manages client accounts with discretionary authority.

Wealth management Retirement income strategy Founder/Business Owner
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Series 66

Fayetteville, NY

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General retirement planning College savings (529s, UTMA, etc.)
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David D

Series 63, Series 65

Manlius, NY

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David Dennett is a financial advisor at Solid Point Wealth Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sandhill Investment Management, Viking Capital, and Adirondack Trust Company. Dennett is based in Queensbury, NY. Solid Point Wealth Advisors serves individual clients, including high-net-worth individuals, as well as plan sponsors and businesses. The firm provides discretionary portfolio management, model-portfolio implementation, and retirement-plan advisory services, utilizing a combination of charting, technical, fundamental, and cyclical analysis across various trading horizons.

Wealth management Retirement income strategy Founder/Business Owner
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