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Jason Otis Delaney

Eagle Strategies LLC

Latham, NY

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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-09-12
  • NY RA
    APPROVED
    Since 2023-09-12

Branch Locations

26 Century Hill Dr. Suite 301, Latham, NY 12110 • 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
Nylife Securities, Llc Okemos MI 07/2008 07/2023
New York Life Insurance Company Okemos MI 06/2008 07/2023
Eagle Strategies Llc Southfield MI 02/2021 Present
New York Life Insurance Company Latham NY 07/2023 Present
Nylife Securities Llc. Latham NY 07/2023 Present
  • 07/2008 → 07/2023
    Nylife Securities, Llc
    Okemos, MI
  • 06/2008 → 07/2023
    New York Life Insurance Company
    Okemos, MI
  • 02/2021 → Present
    Eagle Strategies Llc
    Southfield, MI
  • 07/2023 → Present
    New York Life Insurance Company
    Latham, NY
  • 07/2023 → Present
    Nylife Securities Llc.
    Latham, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-22
S63 Uniform Securities Agent State Law Examination 2008-07-23
  • S66 Uniform Combined State Law Examination
    2021-02-22
  • S63 Uniform Securities Agent State Law Examination
    2008-07-23
Other Names
  • Jason O Delaney

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LATHAM, NY
AMERIPRISE FINANCIAL SERVICES, LLC · Latham, NY
MML INVESTORS SERVICES, LLC · LATHAM, NY
CAPABLE WEALTH, LLC · LATHAM, NY
LPL FINANCIAL LLC · LATHAM, NY
LPL FINANCIAL LLC · LATHAM, NY
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · LATHAM, NY
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