Renee Jaques Millick

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

• 03/2015 → 03/2021
  Jp Morgan Securities Llc
  Surprise, AZ
• 11/2010 → 03/2021
  Jp Morgan Chase Bank
  Surprise, AZ
• 04/2021 → Present
  New York Life Insurance Company
  Scottsdale, AZ
• 04/2021 → Present
  Nylife Securities Llc
  Scottsdale, AZ
• 03/2026 → Present
  Eagle Strategies Llc
  Surprise, AZ

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 14850 N Scottsdale Dr., Scottsdale AZ 85254; Start Date 12/2021; Role/Title: Insurance Broker; Investment Related; 50 hours per month; 40 hours per month during securities trading hours] [City of Surprise Soccer; Volunteer Youth Coach. I assist coaching 10-14 year old girls and boys soccer with the city of Surprise AZ. I teach them the basics of soccer and working as a team to reach a higher level individually and together.; Surprise Recreation Center 15960 N. Bullard Rd, Surprise AZ 85374; Start Date 03/2023; Role/Title: Volunteer; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-06
• S63 Uniform Securities Agent State Law Examination
  2015-06-10

Other Names

• Renee Jaques Assali
• Renee Jaques Millick
• Renee J. Millick