Jerry Blake Mckinney

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

• 06/1996 → Present
  New York Life Insurance Company
  Houston, TX
• 07/1996 → Present
  Nylife Securities Llc
  Houston, TX
• 05/2012 → Present
  Eagle Strategies Llc
  Salem, OR

Other Businesses

[Raiderduck LLC dba Character ID; Developing a system to use different analytics than what are commonly used for resume/candidate searches for job openings on the job search platforms such as Monster, CareerBuilder, Indeed, etc.; 29595 Pujol Street #6101, Temecula, CA 92590; Start Date 05/2018; Role/Title: Owner; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours][River Run Apartments, LLC ; Real Estate Investment in a Multi-Family Property being built in Seaside, OR; 3625 River Road N #250, Keizer, OR 97303; Start Date 12/2024; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent]

Exams

• S66 Uniform Combined State Law Examination
  2011-02-15
• S63 Uniform Securities Agent State Law Examination
  1996-08-19