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Jan Peter Christensen

Eagle Strategies LLC

Draper, UT

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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2017-10-09
UT RA APPROVED 2000-03-24
  • VT RA
    APPROVED
    Since 2017-10-09
  • UT RA
    APPROVED
    Since 2000-03-24

Branch Locations

2356 E Bear Hills Dr,, Draper, UT 84020 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Ins. Co. Murray UT 02/1989 Present
Nylife Securities Inc. Salt Lake City UT 06/1989 Present
Christensen Financial And Insurance Services South Jordan UT 05/2011 Present
  • 02/1989 → Present
    New York Life Ins. Co.
    Murray, UT
  • 06/1989 → Present
    Nylife Securities Inc.
    Salt Lake City, UT
  • 05/2011 → Present
    Christensen Financial And Insurance Services
    South Jordan, UT
Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA CHRISTENSEN FINANCIAL AND INSURANCE SERVICES] [TOWERS JSC, LLC; LIMITED PARTNER OF AN OFFICE BUILDING AND RECEIVE RENTAL INCOME.; 10421 S. JORDAN GATEWAY, SOUTH JORDAN, UT 84095; START DATE 12/2014; ROLE/TITLE: PARTNER; NOT INVESTMENT RELATED; 2 HOURS PER MONTH; 1 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [CYPRESS CAPITAL LLC; PASSIVE INVESTOR; REAL ESTATE FUNDED LOANS; START DATE 10/2007] [JASC, UTAH LLC; THIS LLC WILL RECEIVE INCOME FROM CFC; PASSIVE INCOME; START DATE 01/2008] [OLYMPUS CAPITAL INVESTMENT, LLC; PASSIVE INVESTOR; REAL ESTATE FUNDED LOANS; START DATE 10/2007] [SHIZ-UTAH LLC; OWNER; THIS LLC WILL RECEIVE INCOME FROM OLYMPUS CAPITAL AND CYPRESS CAPITAL; START DATE 01/2008] [JCSC LLC; RENTAL INCOME; INVESTMENT RELATED; START DATE 01/2008] [NYLARC Holding Company; Investing in New York Life's Reinsurance Company; 210 Park Avenue, 2nd Floor Florham Park, New Jersey 07932; Start Date 07/2018; Role/Title: Subscriber-passive investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [CFC Inc.; Randy Luke who is the owner of CFC takes my money and invests it in Equipment Leases. I receive monthly income and then reinvest it.; 1935 E. Vine Street, Murray Utah 84121 Suite 220; Start Date 10/2007; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Temple Rock LLC; My wife and I purchased a Lot in Southern Utah so we could build a second home eventually. I am 50% owner of the LLC and Sharon is 50%.; 2356 E. Bear Hills Drive Draper Utah 84020; Start Date 10/2020; Role/Title: Manager; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Watercolors by Sharon LLC; My wife has a website to sell her watercolor artwork.; 2356 E. Bear Hills Drive Draper Utah 84020; Start Date 01/2023; Role/Title: Member; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive owner]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-01-20
S63 Uniform Securities Agent State Law Examination 1989-12-26
  • S65 Uniform Investment Adviser Law Examination
    2000-01-20
  • S63 Uniform Securities Agent State Law Examination
    1989-12-26
Other Names
  • Jan Peter Christensen

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