Joseph Alan Milford

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
  New York Life Insurance Company
  Seven Hills, OH
• 04/2015 → Present
  Nylife Securities Llc
  Seven Hills, OH
• 08/2015 → Present
  Eagle Strategies Llc
  Seven Hills, OH
• 05/2021 → 06/2026
  Vines Financial Group Llc D/B/A V Financial Partners
  Independence, OH
• 05/2023 → 07/2026
  Capital Edge Insurance & Financial Services, Inc.
  Independence, OH
• 05/2025 → Present
  Jam Wealth Partners Llc
  Lakewood, OH

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 6100 Oak Tree Blvd., Suite 300, Independence, OH 44131; Start Date 08/2018; Role/Title: Insurance Broker; Investment Related; 20 hours per month; 20 hours per month during securities trading hours] [Sisters of the Humility of Mary; I volunteer on the Investment Committee.; 225 Villa Marie Road, Pulaski, PA 16143; Start Date 08/2015; Role/Title: Volunteer; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF JAM WEALTH PARTNERS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (LAKEWOOD, OH); START DATE: 05/2025]

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-08-30

Designations

• Chartered Financial Analyst