Jonathan Guzman

Current Employers

Employment History

• 04/2012 → 11/2022
  Nylife Securities Llc
  Edison, NJ
• 03/2015 → Present
  Randa Strategies, Llc
  Easton, PA
• 12/2015 → Present
  Egida, Llc
  Easton, PA
• 06/2017 → 11/2022
  Eagle Strategies Llc
  Edison, NJ
• 12/2019 → Present
  Randa Strategies Insurance Agency, Llc
  Easton, PA
• 11/2022 → Present
  Randa Strategies Llc Dba Randa Wealth Strategies
  Easton, PA

Previous Registrations

• 2017-06-21 → 2022-11-15
  Eagle Strategies Llc
  Easton, PA
  Edison, NJ

Other Businesses

[RANDA STRATEGIES LLC; INSURANCE BROKERING OPERATING UNDER THE DBA NAME OF BENEGENIE AND LIFEGENIE; INVESTMENT RELATED;APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING INSURANCE PRODUCTS; 21 CLOVER HOLLOW RD EASTON PA 18045; STARTDATE 03/2015; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 100 HOURS PER MONTH; 80 HOURS PER MONTH DURING SECURITIES TRADINGHOURS] [OPERATING UNDER THE DBA NAME OF EGIDA, LLC FOR THE PURPOSE OF BROKERING INSURANCE PRODUCTS; INVESTMENT RELATED; OWNEREASTON, PA; START DATE: 12/2015] [OPERATING UNDER THE DBA NAME OF RANDA STRATEGIES INSURANCE AGENCY, LLC (FOR USE IN CA) FOR THE PURPOSE OF BROKERING INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; EASTON, PA; START DATE: 12/2019] [OPERATING UNDER THE NAME MONEYGUIA LLC { DBA MONEYGUIA } {DBA MO & NEY} - FOR THE PURPOSE OF ESTABLISHING A FINTECH PLATFORM FOR FINANCIAL EDUCATION, COACHING, BLOGGING, DIGITAL & VIRTUAL MEDIA CONTENT CREATION. This activity is separate from our investment advisory services and does not interfere with our ability to serve our clients. MONEYGUIA LLC does not provide investment advisory or financial planning services. We disclose this activity to ensure transparency and to address any potential conflicts of interest. This activity requires approximately 3 hours per week. OWNER: JONATHAN GUZMAN; START DATE ; 01/01/2025

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-13
• S63 Uniform Securities Agent State Law Examination
  2012-07-16