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Jason Jeffery Metzger

Eagle Strategies LLC

Sioux Falls, SD

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
SD RA APPROVED 2023-07-25
  • SD RA
    APPROVED
    Since 2023-07-25

Branch Locations

5101 S. Nevada Ave Suite 200, Sioux Falls, SD 57108 • 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 No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Fargo ND 04/1997 Present
Nylife Securities Llc Fargo ND 04/1997 Present
Eagle Strategies Llc Fargo ND 05/2014 Present
  • 04/1997 → Present
    New York Life Insurance Company
    Fargo, ND
  • 04/1997 → Present
    Nylife Securities Llc
    Fargo, ND
  • 05/2014 → Present
    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
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-03
S63 Uniform Securities Agent State Law Examination 1998-08-24
  • S66 Uniform Combined State Law Examination
    2014-04-03
  • S63 Uniform Securities Agent State Law Examination
    1998-08-24

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