Advisor at Eagle Strategies (NY Life)
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Location
Marysville, OH 43040
Credentials
Series 66
Industry experience
16 years
Julia Owens is a financial advisor with Eagle Strategies (NY Life) based in Marysville, OH, holding a Series 66 designation and 15 years of industry experience. She has been with Eagle Strategies since 2020 and has worked with NYLIFE Securities LLC and New York Life Insurance Co since 2010 and 2009, respectively. Outside of her advisory role, Owens volunteers as a wedding coordinator at her church and owns Adventure Farms LLC, where she breeds rabbits for pets, 4-H projects, and meat. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a network of over 2,000 advisors. The firm emphasizes client-directed solutions using third-party managers and model portfolios, and coordinates investment advice with affiliated insurance and broker-dealer entities as an indirect subsidiary of New York Life.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
$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
IARs receive commissions for insurance, annuities (except Advisory VA), and securities products sold as registered representatives or insurance agents, in addition to advisory fees
Hourly fee for advice generally ranges from $100 to $400 per hour, engagements typically not exceeding 12 hours
Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years, paid annually, monthly or quarterly
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
333 South Main Street
Marysville, OH 43040
Ohio
LPL Financial
2026 - Present (1 year)
Eagle Strategies (NY Life)
2020 - 2026 (6 years)
NYLIFE Securities LLc
2010 - 2026 (16 years)
New York Life Insurance co
2009 - 2026 (17 years)
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.
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