Jenny Po Wah Yu

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

• 03/2010 → Present
  New York Life Insurance Company
  San Francisco, CA
• 04/2010 → Present
  Nylife Securities Llc
  San Francisco, CA
• 06/2010 → Present
  Eagle Strategies Llc
  San Franciso, CA
• 03/2023 → Present
  Addus Home Care
  San Francisco, CA

Previous Registrations

• 2008-05-05 → 2010-04-07
  Ameriprise Financial Services, Llc
  San Francisco, CA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; investment related; start date 04/2010] [Relationship Business Integrators; Current VP of the group- It is a business networking group where business owners meet to network and learn about each other's businesses. It is a development group to help each of us on our marketing/public speaking/branding/ business revenue growth; We meet at 2051 Junction Avenue, San Jose, CA; Start Date 10/2016; Role/Title: Leadership-VP; Not Investment Related; 8 hours per month; 4 hours per month during securities trading hours] [San Francisco Business Allies; A group of professionals and business owners who meet once a month to discuss opportunities of how to help develop each other and grow each other's businesses or professions. We also teach each other different business ideas, networking ideas, etc.; 425 Market Street Suite 1600 SF, CA 94105; Start Date 11/2017; Role/Title: Officer; Not Investment Related; 5 hours per month; 1 hours per month during securities trading hours; Vice President- Monitoring meetings and ensuring members are participating to the levels required. Meeting with members individually to mentor and teach them what is needed. Monitoring results] [San Francisco Unified Lions Club (SFULC) Foundation; Non-Profit Service Organization for Lion Club; 235 Westlake Center #191, Daly City, CA 94015; Start Date 07/2022; Role/Title: Officer; Not Investment Related; 3 hours per month; 1 hours per month during securities trading hours; Board Member to vote on projects and also to make sure we adhere to Lions org rules] [Addus Home Care; Caregiving on Wednesdays and Sundays for a few hours ; 1388 Sutter Street SF, CA 94109; Start Date 04/2023; Role/Title: Employee; Not Investment Related; 24 hours per month; 0 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2008-05-03