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Juan Jose Flores Saldana

Eagle Strategies LLC

Fulshear, TX

CRD 6432243

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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:

Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-05
  • TX RA
    APPROVED
    Since 2026-02-05

Branch Locations

Fulshear, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Busol Trading Llc South Bound Brook NJ 06/2015 04/2021
New York Life Insurance Company Edison NJ 04/2017 Present
Nylife Securities Llc Edison NJ 06/2017 Present
Unemployed South Bound Brook NJ 03/2016 03/2017
Eagle Strategies Llc Fulshear TX 02/2026 Present
  • 06/2015 → 04/2021
    Busol Trading Llc
    South Bound Brook, NJ
  • 04/2017 → Present
    New York Life Insurance Company
    Edison, NJ
  • 06/2017 → Present
    Nylife Securities Llc
    Edison, NJ
  • 03/2016 → 03/2017
    Unemployed
    South Bound Brook, NJ
  • 02/2026 → Present
    Fulshear, TX
Other Businesses

APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 27006 Hidden Rock Court Magnolia TX 77354; Start Date 03/2022; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-04
S63 Uniform Securities Agent State Law Examination 2015-02-17
  • S65 Uniform Investment Adviser Law Examination
    2026-02-04
  • S63 Uniform Securities Agent State Law Examination
    2015-02-17
Other Names
  • Juan Flores Saldana
  • Juan J Flores Saldana

View on SEC IAPD

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