Jemal Carter

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

• 03/2012 → Present
  New York Life Insurance Company
  Lake Success, NY
• 03/2013 → Present
  Nylife Securities Llc
  Lake Success, NY
• 01/2019 → Present
  Eagle Strategies Llc
  New York, NY

Other Businesses

[PASSIVE PARTNER - TRIPLE F UNLIMITED A FULL SERVICE MARKETING AND PROMOTION COMPANY SPECIALIZING IN ENTERTAINMENT AND BRAND MANAGEMENT] [Carter Family Business Group; Motivational speaking to adults and youth. Speaking and writing to help people move through various areas in life. Tools to branch out from daily 9 to 5 life, to the life of a business owner or pursuing their passion.; 70 Lenox Ave. #2F New York, NY 10026; Start Date 01/2017; Role/Title: Owner; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours; Speaking engagements in varying locations, finishing book and doing book signings once complete.]

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-04-22

Designations

• Chartered Financial Consultant

Other Names

• Jemal S Carter