Timothy L Jaggi

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

• 05/2004 → Present
  New York Life Insurance
  Salt Lake City, UT
• 08/2004 → Present
  Nylife Securities Inc
  Salt Lake City, UT
• 05/2024 → Present
  Eagle Strategies Llc
  Sandy, UT

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 150 West Civic Center Drive, Suite 600, Sandy, UT 84070; Start Date: 12/2008; Role/Title: Insurance Broker; Investment related] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 MAdison Avenue, New York, NY 10010; Start Date 07/2018; Role/Title: Share Holder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Integrated HC; therapy and healing center for anxiety and depression; 750 Merrill Rd, Washington, Utah; Start Date 06/2026; Role/Title: Passive Investor; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-30
• S63 Uniform Securities Agent State Law Examination
  2005-01-24

Other Names

• Tim L Jaggi