Jennifer Gee Cheung

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

• 08/2013 → Present
  Nylife Securities Llc
  San Francisco, CA
• 08/2012 → Present
  New York Life Insurance Company
  San Francisco, CA
• 07/2009 → Present
  San Jose State University
  San Jose, CA
• 10/2019 → Present
  Eagle Strategies Llc
  Oakland, CA
• 01/2021 → Present
  Ruby Legacy Financial And Insurance Solutions
  Oakland, CA

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED-Provide Health insurance through CoveredCA, Kaiser, Blue Cross, Blue Shield, CCHP, etc.; 2121 S. El Camino Real, Suite 1200 San Mateo, CA 94403; Start Date 10/2017; Role/Title: Insurance Broker; Investment Related; 25 hours per month; 10 hours per month during securities trading hours] [Asian Real Estate Association of the East Bay; Host educational seminars and mixers to provide valuable resources to real estate professionals; 925 Jackson St. Oakland, CA 94607; Start Date 01/2018; Role/Title: Board Member; Investment Related; 4 hours per month; 2 hours per month during securities trading hours; Assist in planning of events with other board members and document board meeting minutes] [Wa Sung Community Service Club; community service organization; PO Box 1561 Oakland, CA 94606; Start Date 06/2018; Role/Title: Officer; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; help with planning of community events.] [Asian Advisory Committee on Crime; Nonprofit Community Service Club that partners with the Oakland Police Department to promote safety in Oakland Chinatown.; 360 A 8TH ST OAKLAND, CA 94607-4241; Start Date 01/2020; Role/Title: Officer; Not Investment Related; 3 hours per month; 1 hours per month during securities trading hours; I am the Secretary. I am responsible for taking notes during meetings and sending out monthly emails to community members.] [OPERATING UNDER THE DBA NAME OF RUBY LEGACY FINANCIAL AND INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; OAKLAND, CA; START DATE: 01/2021] [Asian Youth Services Committee; Volunteer organization that is lead by youth to provide community service.; 455 7th st Oakland, ca 94607; Start Date 02/2020; Role/Title: Volunteer; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours;adviser for the youth to guide them in running the community service club.]

Exams

• S66 Uniform Combined State Law Examination
  2019-10-17
• S63 Uniform Securities Agent State Law Examination
  2013-12-21

Other Names

• Jennifer Zee Gee