Joel Mount Field

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

• 03/2009 → Present
  Nylife Securities Llc
  Dublin, OH
• 02/2009 → Present
  New York Life Insurance Co
  Dublin, OH
• 12/2010 → Present
  Eagle Strategies Llc
  Dublin, OH
• 10/2015 → Present
  Field Financial Strategies, Llc
  Dublin, OH
• 10/2025 → Present
  Field Financial Strategies And Insurance Solutions
  Worthington, OH

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; start date 02/2012] [Notary Public; Notary Public; 420 Lexington Ave., 15th FL New York, Y 10036; Start Date 01/2017; Role/Title: Notary Public; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF FIELD FINANCIAL STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; DUBLIN, OH; START DATE: 10/2015] [Painting; I have a hobby of oil painting. sell my paintings.; 406 W. 44th St., Apt. 21 New York, NY 10036 (my home address); Start Date 02/2017; Role/Title: Owner; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [FFS Holdings, LLC; investment rental property; 75 E. Wilson Bridge Rd., Ste. C-1 Worthington, OH 43085; Start Date 05/2017; Role/Title: Member; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Spiritual Teaching and Preaching; I serve in a volunteer capacity only and sometimes teach or preach in services for different churches.; 169 E Elm St. Greenwich, CT 06830; Start Date 03/2018; Role/Title: Volunteer; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 06/2018; Role/Title: Investor; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [WeLivv; WeLivv is a home furnishings marketplace, connecting sellers of home furnishings to buyers, on a website platform; 417 5th Avenue, New York, NY, 10016; Start Date 12/2019; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Churchill Co Investment Partners II, L.P. Access Fund; I will be investing as a limited partner in a partnership. The general partner will manage all elements of the business- I will have no business responsibilities. The business will be making private equity investments in privately held companies.; Churchill Asset Management 375 Park Avenue, 9th FL New York, NY 10152; Start Date 03/2024; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Field Financial Strategies, LLC D/B/A Field Financial Strategies and Insurance Solutions in the State of CA FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; WORTHINGTON, OH; START DATE: 10/2025]

Exams

• S66 Uniform Combined State Law Examination
  2010-12-03
• S63 Uniform Securities Agent State Law Examination
  2009-07-20

Designations

• Certified Financial Planner