Jason P Spears

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 → 11/2016
  New York Life Insurance Co
  Montgomery, AL
• 08/2012 → 11/2016
  Nylife Securities Llc
  Montgomery, AL
• 11/2016 → Present
  New York Life Insurance Co
  Chicago, IL
• 11/2016 → Present
  Nylife Securities Llc
  Chicago, IL
• 08/2018 → Present
  Eagle Strategies Llc
  Chicago, IL

Other Businesses

[Rental Property; in the process of closing on a rental property; 3168 Lovell Drive SW Atlanta, GA 30311; Start Date 06/2017; Role/Title: Owner; Investment Related; 4 hours per month; 4 hours per month during securities trading hours] [Cryptocurrency Investment; I am in the process of purchasing Bitcoin; 1455 Market Street Suite 600 San Francisco, CA 94103; Start Date 06/2018; Role/Title: No Role. Passive Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Spears & Co., LLC; Buying of distressed homes and rehabbing them for rental.; 6065 Roswell Rd #450 Atlanta, GA 30328; Start Date 09/2019; Role/Title: Member; Investment Related; 8 hours per month; 0 hours per month during securities trading hours] [Sphere Global Logistics, LLC; transporting freight across the lower 48 states; 6065 Roswell Road #450 Atlanta, GA 30328; Start Date 03/2022; Role/Title: Member; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours]

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-10-12

Designations

• Chartered Financial Consultant

Other Names

• Jason Patrick Spears