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Jean-Marie Leonard

Eagle Strategies LLC

Bethesda, MD

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-03-01
  • MD RA
    APPROVED
    Since 2023-03-01

Branch Locations

6905 Rockledge Drive Suite 900, Bethesda, MD 20817 • 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc Bethesda MD 11/2020 Present
New York Life Insurance Company Bethesda MD 09/2020 Present
Home Maker Falls Church VA 08/2020 09/2020
Wish Llc Washington DC 10/2016 07/2020
Capital Automotive Real Estate Services Mclean VA 02/2004 10/2016
Eagle Strategies Llc Bethesda MD 03/2023 Present
  • 11/2020 → Present
    Nylife Securities Llc
    Bethesda, MD
  • 09/2020 → Present
    New York Life Insurance Company
    Bethesda, MD
  • 08/2020 → 09/2020
    Home Maker
    Falls Church, VA
  • 10/2016 → 07/2020
    Wish Llc
    Washington, DC
  • 02/2004 → 10/2016
    Capital Automotive Real Estate Services
    Mclean, VA
  • 03/2023 → Present
    Bethesda, MD
Other Businesses

[BNI Chapter- McLean Business Connections; Business Networking Group; Meet weekly at Refractions in Mclean VA; Start Date 10/2022; Role/Title: Chapter President; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Running the weekly meeting][Music Teacher/ Tutor; I plan to teach private flute lessons to a couple of elementary school & middle school student.; 220 Galyn Drive, Brunswick, MD 21758; Start Date 12/2024; Role/Title: Owner; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-28
S63 Uniform Securities Agent State Law Examination 2020-12-02
  • S66 Uniform Combined State Law Examination
    2023-02-28
  • S63 Uniform Securities Agent State Law Examination
    2020-12-02
Other Names
  • Jean-Marie Artaserse
  • Jean Marie Artaserse

View on SEC IAPD

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