Jason Joseph Tobias

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

• 06/2012 → 03/2024
  Mogul Wealth Strategies
  Mckinney, TX
• 12/2012 → Present
  Nylife Securities Llc
  Dallas, TX
• 03/2024 → Present
  Tri Wealth, Llc
  Frisco, TX

Previous Registrations

• 2009-12-21 → 2010-04-29
  New England Securities
  Dallas, TX
  Mckinney, TX
• 2009-09-09 → 2009-10-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 2007-04-23 → 2009-02-03
  Chase Investment Services Corp.
  Dallas, TX
  Plano, TX
  Allen, TX
  Plano, TX
• 2004-06-24 → 2007-01-04
  Charles Schwab & Co., Inc.
  Plano, TX
  Plano, TX

Other Businesses

[OPERATING UNDER THE DBA NAME OF TRI WEALTH, LLC FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE; (FRISCO, TX); START DATE: 03/2024]

Exams

• S66 Uniform Combined State Law Examination
  2004-06-23
• S63 Uniform Securities Agent State Law Examination
  2001-07-06

Other Names

• Jason Joseph Tobias
• Jason J Tobias