Jason Paul Leonard

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

• 06/2000 → Present
  New York Life Insurance Company
  Waltham, MA
• 06/2017 → Present
  Eagle Strategies Llc
  San Antonio, TX
• 06/2017 → Present
  Nylife Securities Llc
  San Antonio, TX
• 04/2025 → Present
  Nylife Distributors
  Jersey City, NJ

Other Businesses

[Paul Javier fine clothing; custom clothing; 6215 Via La Cantera apt 249 San Antonio Tx 78256; Start Date 08/2019; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [jleonardwisdom; post on various social media platforms such as facebook, instagram daily motivational quotes and small stories. I also plan to do an occasional podcast that a prerecorded that are the same motivationalcontent; no business address; Start Date 05/2020; Role/Title: Owner; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; create and post all content] [WAM LLC; rental real estate; 9 kings view san antonio tx 78257; Start Date 04/2021; Role/Title: Member; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [Gonard Legacy Group; rental real estate; 9 Kings view san antonio tx 78257; Start Date 07/2021; Role/Title: Partner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; collect rent] [wam retirement, LLC; this is an LLC that is owned by a self directed ira from me and my wife. we do not own the LLC, but we are both operating manager; 9 kings view San Antonio, TX 78257; Start Date 09/2021; Role/Title: Member; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; making all decisions on what to buy and sell] [Gonard 322 Vine LLC; the LLC will own a multi family that we be a rental property; 322 vine st San Antonio, TX 78210; Start Date 11/2022; Role/Title: Member; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent] [WAMST1 LLC; Real estate rental; 51 webster dr Berkeley HTS, NJ 07922; Start Date 11/2023; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [gonard 201 theresa LLC; rental real estate; 1501 S MoPac Expy Ste 200 Austin, TX 78746; Start Date 10/2023; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [wam 15214 escalante pass von ormy llc; rental real estate; 1501 S MoPac Expy Ste 200 Austin, TX 78746; Start Date 10/2023; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-25
• S63 Uniform Securities Agent State Law Examination
  1999-12-17