Jeffrey James Kao

Current Employers

Employment History

• 09/2006 → Present
  New York Life Insurance Company
  Honolulu, HI
• 12/2006 → Present
  Nylife Securities Inc.
  Honolulu, HI
• 11/2019 → Present
  Hipac Financial
  Honolulu, HI
• 07/2021 → Present
  Eagle Strategies Llc
  Honolulu, HI

Other Businesses

[Sweet Creams, LLC; This is a mobile ice cream business that will sell ice cream at events.; 936 Upalu St. Pearl City, HI 96782; Start Date 02/2016; Role/Title: Partner; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [Junior Achievement of Hawaii; Educates financial literacy in youth at underserved public schools; 1888 Kalakaua Ave #C Honolulu, HI 96815; Start Date 03/2018; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF HIPAC FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; HONOLULU, HI; START DATE: 11/2019] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 841 Bishop Street Suite 1900 Honolulu, HI 96813; Start Date 05/2021; Role/Title: Member; Investment Related; 4 hours per month; 4 hours per month during securities trading hours] [NAIFA Hawaii; NAIFA Hawaii's mission is to advocate for the and promote the financial services industry as a whole, while helping to educate and enhance the professional, educational, and ethical qualities of its membership; 516 Kawaihae St #E Honolulu, HI 96825; Start Date 07/2021; Role/Title: Board Member; Investment Related; 1 hours per month; 0 hours per month during securities trading hours;Help facilitate workshops for membership, fundraising activities, and to help grow the organization]

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-08
• S63 Uniform Securities Agent State Law Examination
  2007-04-17