Aaron N 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:

Current Employers

Eagle Strategies Llc

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

Current Registrations

Authority	Category	Status	Date
MS	RA	APPROVED	2024-12-26

MS RA
APPROVED

Since 2024-12-26

Branch Locations

Westpoint, MS • 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

Organization	City	State	From	To
New York Life Insurance Company	Atlanta	GA	09/2013	Present
Nylife Securities Llc	Atlanta	GA	09/2013	Present
Eagle Strategies Llc	Atlanta	GA	05/2018	Present

09/2013 → Present

New York Life Insurance Company

Atlanta, GA
09/2013 → Present

Nylife Securities Llc

Atlanta, GA
05/2018 → Present

Eagle Strategies Llc

Atlanta, GA

Other Businesses

[Local Learning Community Foundation; I serve on the board to provide direction to it's members and volunteers whose focus is on empowering families and youth in the community.; 324 Critz Street Starkville, MS 39759; Start Date 10/2015; Role/Title: Vice President; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours]

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2012-02-06

S63 Uniform Securities Agent State Law Examination

2012-02-06

Designations

Chartered Financial Consultant

View on SEC IAPD