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Kelly Jean Jahner

Eagle Strategies LLC

Mandan, ND

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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 2016-12-17
  • ND RA
    APPROVED
    Since 2016-12-17

Branch Locations

107 1St Ave Nw, Mandan, ND 58554 • 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 Insurance Company Bismarck ND 04/2007 Present
Nylife Securities Llc Bismark ND 10/2008 Present
Premier Financial Group Bismarck ND 12/2014 08/2018
Eagle Strategies Llc Bismarck ND 12/2016 Present
Premier Wealth Strategies Mandan ND 08/2018 Present
  • 04/2007 → Present
    New York Life Insurance Company
    Bismarck, ND
  • 10/2008 → Present
    Nylife Securities Llc
    Bismark, ND
  • 12/2014 → 08/2018
    Premier Financial Group
    Bismarck, ND
  • 12/2016 → Present
    Bismarck, ND
  • 08/2018 → Present
    Premier Wealth Strategies
    Mandan, ND
Other Businesses

[OUTSIDE INSURANCE BROKERING; MARKETING OF BROKERED PRODUCTS; LOCATED: 1101 E FRONT AVE BISMARCK, ND 58504; ANTICIPATED START DATE: 2/25/13; ROLE AND TITLE: AGENT - NO OWNERSHIP INTEREST IN PREMIER FINANCIAL GROUP; METHOD OF COMPENSATION: COMMISSIONS] [OPERATING UNDER THE DBA NAME OF PREMIER WEALTH STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; MANDAN, ND; START DATE: 08/2018]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-09
S63 Uniform Securities Agent State Law Examination 2009-02-03
  • S66 Uniform Combined State Law Examination
    2016-12-09
  • S63 Uniform Securities Agent State Law Examination
    2009-02-03
Other Names
  • Kelly Jean Potss

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