Jessie Lee Washington

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

• 04/2015 → Present
  Nylife Securities Llc
  Bethesda, MD
• 12/2014 → Present
  New York Lifeinsurance
  Betehsda, MD
• 09/2017 → Present
  Eagle Strategies Llc
  Bethesda, MD
• 06/2018 → 11/2023
  D. H. Gould Company
  Coral Gables, FL
• 04/2021 → 10/2021
  Alpha Solutions Group
  Bethesda, MD
• 10/2021 → Present
  Alpha Solutions Group
  Coral Gables, FL

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 6901 Rockledge Drive, Suite 500 Bethesda, MD 20817; Start Date 04/2018; Role/Title: Insurance Broker; Investment Related; 8 hours per month; 3 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF ALPHA SOLUTIONS GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; CORAL GABLES, FL; START DATE: 10/2021]

Exams

• S66 Uniform Combined State Law Examination
  2017-09-11
• S63 Uniform Securities Agent State Law Examination
  2015-12-23

Other Names

• Jessie Lee Washington