Sylvestre Beltran

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

• 10/2012 → 11/2018
  Jpmorgan Securities Llc
  Palm Springs, CA
• 09/2011 → 11/2018
  Jpmorgan Chase Bank
  Palm Springs, CA
• 11/2018 → 11/2020
  Unemployed
  Coachella, CA
• 05/2020 → Present
  California Baptist University
  Riverside, CA
• 09/2015 → 06/2019
  California State University San Bernardino
  Palm Desert, CA
• 11/2020 → Present
  New York Life Insurance Co.
  Riverside, CA
• 12/2020 → Present
  Nylife Securities Llc
  Riverside, CA
• 10/2023 → Present
  Eagle Strategies Llc
  Riverside, CA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 4204 Riverwalk Parkway Ste. 200 Riverside CA 92505; Start Date 03/2024; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours; Assist clients with insurance options not provided by New York Life. Would like to provide insurance options besides those offered through New York Life]

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-12
• S63 Uniform Securities Agent State Law Examination
  2021-09-04

Other Names

• Sylvestre Beltran
• Sylvestre F Beltran