Jason Jeffery Metzger

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

• 04/1997 → Present
  New York Life Insurance Company
  Fargo, ND
• 04/1997 → Present
  Nylife Securities Llc
  Fargo, ND
• 05/2014 → Present
  Eagle Strategies Llc
  Fargo, ND

Other Businesses

[Alaska Life Health Insurance Guaranty Association; Guaranty associations are state-sanctioned, nonprofit organizations that insure consumers in the unlikely event that their insurance companies fail and default on their payments.; 1007 W 3rd Ave, Anchorage, AK 99501; Start Date 06/2020; Role/Title: Board Member; Investment Related; 2 hours per month; 2 hours per month during securities trading hours; Under the Act creating AKLHIGA, it is governed by a board of governors who are elected by the member insurers. The member company elected to the board designates a person to be its representative, i.e., "live" person through whom a board member acts. NYL, who has been an AKLHIGA board member since the early 2000's, has designated you as its representative. As a board member, you will be asked to participate in the decisions that need to be made at a board level to ensure AKLIHGA is fulfilling its statutory obligations under the Act. That typically involves reviewing proposals as to how AKLHIGA will meeting its obligations when a member insurer is declared insolvent and is liquidated, as well as participating in the general operation of the Association. Typically I will brief the board on an issue, make recommendations, and then the board determines how it wants to proceed]

Exams

• S66 Uniform Combined State Law Examination
  2014-04-03
• S63 Uniform Securities Agent State Law Examination
  1998-08-24