Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
12 years
Location
Lubbock, TX 79424
Eagle Strategies (NY Life)
Enterprise
Jayci Goodlett is a financial advisor with Eagle Strategies (NY Life) in Lubbock, TX, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked with Eagle Strategies since 2020 and previously at Alpha Capital Strategies. Outside of her advisory role, she owns and manages a farm, involving daily animal care and garden cultivation. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, providing financial planning, investment management, and advisory services primarily through non-discretionary accounts. The firm operates within the New York Life affiliate structure, offering tailored recommendations across various program types including fee-based advice and retirement plan consulting.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Lubbock, TX
6121 79th St, Unit B 104
Lubbock TX 79424
Advisors at this office
4
Texas
12 years of industry experience
Eagle Strategies (NY Life)
2020 - Present • 6 years
Lubbock, TX
Alpha Capital Strategies
2018 - 2021 • 3 years
Lubbock, TX
Nylife Securities LLC
2014 - Present • 12 years
Lubbock, TX
New York Life
2013 - Present • 13 years
Lubbock, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Lubbock, TX
Open Door Financial Advisors
Johnathan Finley is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds a Series 65 license with 15 years of industry experience. He is the owner of Open Door Financial Advisors in Lubbock, TX, where he has worked since 2021. His prior experience includes roles at Origin Financial, Mercer Global Advisors, and Kanaly Trust. Open Door Financial Advisors is an independent, state-registered firm serving individual clients, including high-net-worth individuals, and employer plan sponsors. The firm offers financial planning, tailored portfolio management, and retirement plan consulting, focusing on passively constructed portfolios with discretionary account management.
CFP®, Series 66
Lubbock, TX
Angel Legacy Advisors, LLC
Matthew Angel is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal and sole advisor at Angel Legacy Advisors, LLC, having previously worked at USAA for 15 years. Angel Legacy Advisors provides investment management and fiduciary retirement-plan advisory services to plan sponsors, businesses, and individual clients. The firm emphasizes fundamental analysis with a long-term approach, using diversified mutual funds, ETFs, and select individual securities, and it offers pension consulting, third-party manager oversight, and standalone financial planning services.
Series 63, Series 65
Lubbock, TX
Sagefolio Advisors
Colton Davis is a financial advisor with SageFolio Advisors in Lubbock, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to founding SageFolio Advisors, he worked at firms including Guardian Life Insurance Company, Park Avenue Securities, and New York Life. He serves as an advisory board member for the City of Lubbock, helping oversee appointments and public outreach for city boards and commissions. SageFolio Advisors provides investment advisory and financial-planning services to individuals, high-net-worth individuals, and business owners, offering both ongoing portfolio management and one-time financial plans. The firm’s approach is individualized and long-term, incorporating cash-flow analysis, risk management, and asset allocation to align with each client’s goals, with engagement options ranging from fixed and hourly to asset-based billing.
CFP®, Series 63
Lubbock, TX
The Advisors Group
John Russell is a CFP® with 41 years of industry experience, currently serving as president of Strategy, Inc. dba The Advisors Group since 2017. His career includes long-term tenure with The Advisors Group dating back to 1978 and experience at Signal Securities, Inc. Outside of financial advising, he manages tax preparation services for financial clients and serves as treasurer for a local homeowners association. The Advisors Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, serving both individual and high-net-worth clients. The firm manages approximately $142 million for around 192 clients, implementing portfolios through a mix of ETFs, mutual funds, individual equities, and fixed income, supported by customized Investment Policy Statements and Riskalyze risk assessments.
Series 63, Series 66
Lubbock, TX
Green & Deckert LLC
Duncan Green is a financial advisor with Green & Deckert LLC in Lubbock, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His career includes roles at Avantax Advisory Services, 1st Global Advisors, and Fillingim, Gardiner, Green & McNair. He serves on the boards of the Lubbock Symphony Orchestra and Friends of Music of Texas Tech University. Green & Deckert LLC provides discretionary asset management to individuals and high-net-worth clients and offers retirement-plan consulting to plan sponsors, utilizing a long-term investment approach based on Modern Portfolio Theory and quantitative analysis. The firm integrates advisory, tax, and insurance services through its principals, who are licensed CPAs and insurance agents.
CFP®, Series 63, Series 65
Lubbock, TX
AIM Advisory Group, LLC
Justin Price is a CFP® professional with 12 years of industry experience, serving as the sole advisor at AIM Advisory Group, LLC since 2013. He holds Series 63 and Series 65 licenses and is a licensed insurance agent in Texas, Georgia, and Indiana, authorized to sell life, medical, long-term care insurance, and annuities. AIM Advisory Group provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $18.4 million in discretionary assets. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, offering both long-term and short-term trading strategies, including options, while tailoring client risk tolerance through documented Investment Policy Statements.
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