Jacob Douglas Mokry

Current Employers

Employment History

• 12/2007 → Present
  New York Life Ins. Co.
  Corpus Christi, TX
• 09/2009 → 08/2023
  Nylife Securities Llc
  Corpus Christi, TX
• 08/2015 → 08/2023
  Eagle Strategies Llc
  San Antonio, TX
• 12/2015 → Present
  Paradigm Wealth
  San Antonio, TX
• 08/2023 → 06/2024
  Securities America, Inc.
  San Antonio, TX
• 08/2023 → 06/2024
  Securities America Advisors
  San Antonio, TX
• 06/2024 → Present
  Osaic Wealth, Inc.
  San Antonio, TX

Previous Registrations

• 2023-08-28 → 2024-06-14
  Securities America Advisors, Inc.
  San Antonio, TX
• 2015-08-19 → 2023-09-01
  Eagle Strategies Llc
  San Antonio, TX

Other Businesses

1. INSURANCE POSITION: Insurance sales person NATURE: Insurance Brokering INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 04/22/2011 ADDRESS: 118 Broadway St., Suite 606, San Antonio TX 78205 DESCRIPTION: Broker insurance products 2. ADVISORY POSITION: Financial Adviser NATURE: Advisory Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 08/19/2015 ADDRESS: 118 Broadway St., Suite 606, San Antonio TX 78205 DESCRIPTION: To advise clients on the use of advisory accounts using money managers 3. STG ADVISORS, PLLC POSITION: Partner/Member NATURE: Texas Professional Limited Liability Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 501 S. Tancahua St., Corpus Christi TX 78401, United States DESCRIPTION: Help with managing and maintaining the contracts for the business.

Exams

• S66 Uniform Combined State Law Examination
  2015-07-26
• S63 Uniform Securities Agent State Law Examination
  2013-04-03