John Benson Coats

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

• 07/1996 → Present
  New York Life Insurance Company
  Portland, OR
• 08/1996 → Present
  Nylife Securities Llc
  Portland, OR
• 05/2015 → Present
  John Coats Financial Group
  The Dalles, OR

Other Businesses

[TEACHER - 316 W 21ST STREET, THE DALLES, OR. 97058. AGENT TEACHES TAI CHAI CHUAN ONE HOUR PER WEEK AT A LOCAL ATHLETIC CLUB AND IS COMPENSATED VIA WAGES. THE AMOUNT OF TAXABLE INCOME REPORTED IN 2010 WAS $100, AND AN ESTIMATED $500 WILL BE REPORTED FOR 2011]. [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 9/2004] [OPERATING UNDER THE DBA NAME OF JOHN COATS FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; THE DALLES, OR; START DATE: 05/2015] [John B Coats, LLC; LLC created for payroll purposes; 312 Federal Street/PO Box 311, The Dalles, OR 97058; Start Date 09/2013; Role/Title: Owner; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours; John had to create an LLC in order to pay staff]

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-11-05

Designations

• Chartered Financial Consultant