James Anthony Watson

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

• 12/2006 → Present
  New York Life Insurance Company
  Roseville, CA
• 02/2007 → Present
  Nylife Securities Llc
  Rosedale, CA
• 03/2022 → Present
  Eagle Strategies Llc
  Cordova, TN

Other Businesses

[INSURANCE BROKERING; APPOINTED TO OUTSIDE COMPANIES FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; START DATE 07/2012; INSURANCE BROKER; 1715 AARON BRENNER DR STE 701 MEMPHIS TN 38120][BNI Central Florida; Vice President- keeping attendance and enforcing the attendance policies. I oversee the Membership Committee.; 989 W Orange Blossom Trail Apopka FL 32712; Start Date 10/2025; Role/Title: Officer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-14
• S63 Uniform Securities Agent State Law Examination
  2007-10-18

Other Names

• Jim Watson
• Jimmy Watson