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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
ND RA APPROVED 2016-08-27
  • ND RA
    APPROVED
    Since 2016-08-27

Branch Locations

1100 College Drive Suite 3, Bismarck, ND 58501 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Bismarck ND 03/2007 Present
Nylife Securities Llc Bismarck ND 07/2007 Present
Eagle Strategies Llc Bismarck ND 08/2016 Present
Wealth & Health Strategies Bismark ND 05/2025 Present
  • 03/2007 → Present
    New York Life
    Bismarck, ND
  • 07/2007 → Present
    Nylife Securities Llc
    Bismarck, ND
  • 08/2016 → Present
    Bismarck, ND
  • 05/2025 → Present
    Wealth & Health Strategies
    Bismark, ND
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 1101 E. Front Ave, Bismarck, ND 58504; Start Date: 06/2011; Role/Title: Insurance Broker; Investment related; 0 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF WEALTH & HEALTH STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (BISMARK, ND); START DATE: 05/2025] [Rental Property; Florida Rental Home. Will be renting out the home while not in use; 1629 SW 28th St. Cape Coral, Fl 33914; Start Date 02/2022; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent][701 Business Insider Podcast; Podcast. I will be interviewing current clients of my group health insurance book to introduce them to the community in a deeper way than traditional advertising; 1100 College Dr Ste 3 Bismarck ND 58501; Start Date 04/2024; Role/Title: Consultant; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-18
S63 Uniform Securities Agent State Law Examination 2007-10-23
  • S65 Uniform Investment Adviser Law Examination
    2016-08-18
  • S63 Uniform Securities Agent State Law Examination
    2007-10-23
Other Names
  • Jeffrey Japel

View on SEC IAPD

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