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Jacob Daniel Davis

Eagle Strategies LLC

Mckinney, TX

Schaumburg, IL

Plano, TX

CRD 6512307

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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 2025-04-23
  • TX RA
    APPROVED
    Since 2025-04-23

Branch Locations

Mckinney, TX • United States

475 North Martingale Road Suite 1250, Schaumburg, IL 60173 • United States

7160 Dallas Parkway Suite 510, Plano, TX 75024 • 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
New York Life Insurance Co. Pittsburgh OH 06/2015 Present
Nylife Securities Llc Pittsburgh PA 08/2015 Present
Eagle Strategies Llc Pittsburgh PA 01/2024 Present
  • 06/2015 → Present
    New York Life Insurance Co.
    Pittsburgh, OH
  • 08/2015 → Present
    Nylife Securities Llc
    Pittsburgh, PA
  • 01/2024 → Present
    Eagle Strategies Llc
    Pittsburgh, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-22
S63 Uniform Securities Agent State Law Examination 2017-10-13
  • S66 Uniform Combined State Law Examination
    2023-12-22
  • S63 Uniform Securities Agent State Law Examination
    2017-10-13

View on SEC IAPD

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