Jeffery W Still

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
  Waltham, MA
• 03/2012 → Present
  New York Life Insurance Company
  Waltham, MA
• 07/2015 → Present
  Eagle Strategies Llc
  Westborough, MA

Other Businesses

[Insurance Brokering; Appointed with outside insurance carriers for the purpose of brokering non-registered insurance products; 1700 West Park Drive Suite 250 Westborough, MA 01581-3935; Start Date 08/2015; Role/Title: Independent Contractor; Investment related; 10 hours per month; 10 hours per month during securities trading hours] [Cryptocurrency Investing; no physical address- I use an online platform; Start Date 01/2018; Role/Title: Investor; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [LINQTO - Uphold and Ripple; Linqto is a technology-enabled online investment platform allowing Accredited Investors to identify, evaluate, invest and trade securities in the world's leading Unicorns and other private Companies.; 100 Pine Street Suite 2700 San Francisco, CA 94111 United States; Start Date 03/2021; Role/Title: Investor; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-26
• S63 Uniform Securities Agent State Law Examination
  2012-06-20

Other Names

• Jeffery W Till
• Jeffery Wayne Still