Joanne Barbra Litman

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

• 08/2015 → Present
  New York Life Insurance Company
  Deerfield, IL
• 10/2015 → Present
  Nylife Securities Llc
  Deerfield, IL
• 11/2018 → Present
  Eagle Strategies Llc
  Deerfield, IL

Other Businesses

[Insurance Brokering; I am appointed with various carriers for the purpose of brokering non-NYL products.; 520 Lake Cook Road, Suite 600, Deerfield, IL 60015; Start Date 11/2018; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 5 hours per month during securities trading hours] [BNI 5 Star Chapter; Business Networking; 2552 W Armitage, #4341, Chicago, IL 60647; Start Date 10/2025; Role/Title: Board Member; Not Investment Related; 8 hours per month; 1 hours per month during securities trading hours; Responsible for the speaker schedule, taking attendance, general chapter decisions and support]

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-14
• S63 Uniform Securities Agent State Law Examination
  2016-03-10

Other Names

• Joanne L Horwitz