John Streicher Wolff

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

• 08/1997 → Present
  New York Life Insurance Company
  Roseville, CA
• 09/1997 → Present
  Nylife Securities Inc.
  Roseville, CA
• 08/2013 → 03/2022
  J. Lens Financial & Insurance Services
  Roseville, CA
• 08/2020 → Present
  Lens Financial & Insurance Solutions
  Roseville, CA
• 10/2000 → Present
  Eagle Strategies Llc
  San Diego, CA

Other Businesses

[OPERATING UNDER THE DBA NAME OF LENS FINANCIAL & INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; PARTNER; ROSEVILLE, CA; START DATE: 08/2020][Bungalow Living, Inc.; Acquire residential real estate for the purposes of renting by the room to young professionals; 215 NW 24th Street Miami, FL 33127 Suite 401; Start Date 12/2024; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][Terebinth Ventures Inc.; Mobile application for the study of theology; 2939 Sunset Hills, Escondido, CA 92025; Start Date 04/2025; Role/Title: Owner; Not Investment Related; 10 hours per month; 10 hours per month during securities trading hours; provide production direction]

Exams

• S66 Uniform Combined State Law Examination
  2000-09-21
• S63 Uniform Securities Agent State Law Examination
  1998-04-27

Other Names

• John S Wolff