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Jerry C
ChFC®, Series 63
Little Rock, AR
Eagle Strategies (NY Life)
Jerry Coats is a financial advisor with Eagle Strategies (NY Life) in Little Rock, AR, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, including roles at Insight Wealth and his own firm, Edison Wealth Strategies. Coats participates on the Arkansas Children's Foundation Gift Planning Advisory Committee and serves as a board member of the Estate Planning Council of Arkansas. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated representatives. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.
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