Ryan Mcwilliams Jones

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

• 11/2007 → Present
  New York Life Insurance Company
  Tucson, AZ
• 12/2007 → Present
  Nylife Securities Llc
  Tucson, AZ
• 12/2016 → Present
  Eagle Strategies Llc
  Salem, OR
• 01/2024 → Present
  Rmj Financial Partners
  Salem, OR

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; 500 Liberty Street SE Suite 500 Salem, OR 97301; Start Date 05/2018; Role/Title: Insurance Broker; 5 hours per month; 5 hours per month during securities trading hours] [Ryan Jones Trailer Rentals; renting of travel trailer through rv share sites such as RVShare and Outdoorsy; 2434 Benjamin Ave NW Salem, OR 97304; Start Date 06/2019; Role/Title: Owner; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours [Operating under the DBA name of RMJ FINANCIAL PARTNERS for the purpose of selling New York Life products and services as well as brokering non-registered insurance products; Investment related; (owner); (Salem, OR); Start date: 01/2024]

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-04-10