Jack Ray Knight

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1987 → Present
  New York Life Insurance Company
  Riverside, CA
• 12/1987 → Present
  Nylife Securities Llc
  Riverside, CA
• 05/1998 → Present
  Eagle Strategies Llc
  Riverside, CA

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATED; START DATE 8/2002] [Real Estate Investment; I purchase, improve and then sell homes, for a profit.; Start Date 10/2015; Role/Title: Owner; Investment Related; 4 hours per month; 0 hours per month during securities trading hours;I find the home, hire the contractors to improve the property, and then sell the home through a real estate company] [Registry of American Veterans, Inc; A website where military veterans can subscribe and search for other service personnel with whom they served.; 1881 Commercenter East, Ste.212, San Bernardino, CA 92408; Start Date 03/2021; Role/Title: Owner; Not Investment Related; 10 hours per month; 5 hours per month during securities trading hours; This website is designed to be self-running so I will only be answering occasional general questions pertaining to the functionality of the service provided] [Commercenter Owners Association; board member; non-investment related; start date 3/2009; homeowners association]

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-05-15
• S63 Uniform Securities Agent State Law Examination
  1990-10-17

Designations

• Chartered Financial Consultant