Jaime Leonard Sklawer

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
  Nylife Securities Llc
  Sunrise, FL
• 12/2011 → Present
  New York Life Insurance
  Sunrise, FL
• 07/2015 → Present
  Jls Financial Group, Llc
  Miami, FL
• 03/2016 → 04/2020
  Mahoney Financial Organization, Llc
  Miami, FL
• 03/2024 → Present
  Eagle Strategies Llc
  Parkland, FL

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED OUTSIDE INSURANCE PRODUCTS; TO BE ABLE TO OFFER ALTERNATE PRODUCTS FROM OTHER CARRIERS; 3750 NW 87TH AVENUE, SUITE 500 MIAMI, FL 33178; START DATE 05/2015; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 10 HOURS PER MONTH; 3 HOURS PER MONTH DURING SECURITIES TRADING HOURS; COMPENSATION: COMMISSIONS] [OPERATING UNDER THE DBA NAME OF JLS FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; MIAMI, FL; START DATE: 07/2015] [Provisors - Boca1; Group Leader for Boca1 group for Provisors. Provisors is a National business networking group.; 15260 Ventura Blvd #1700, Sherman Oaks, CA 91403; Start Date 10/2023; Role/Title: Member; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; I am the Group Leader]

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-18
• S63 Uniform Securities Agent State Law Examination
  2013-07-12

Other Names

• Lenny Sklawer