Jeffrey Alan Harrington

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-01-22
WA	RA	APPROVED	2020-07-17

TX RA
APPROVED_RES

Since 2024-01-22
WA RA
APPROVED

Since 2020-07-17

Branch Locations

528 E Spokana Falls Blvd, Spokane, WA 99202 • 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

Organization	City	State	From	To
Nylife Securities Llc	Spokane	WA	08/2018	Present
Colleen M Stevens Financial Services	Spokane	WA	12/2015	08/2019
New York Life Insurance Co	Spokane	WA	03/2019	Present
Eagle Strategies Llc	Spokane	WA	07/2020	Present
Rogers Financial Group	Spokane	WA	09/2020	12/2021
Pnw Financial Services, Llc	Spokane	WA	11/2022	Present

08/2018 → Present

Nylife Securities Llc

Spokane, WA
12/2015 → 08/2019

Colleen M Stevens Financial Services

Spokane, WA
03/2019 → Present

New York Life Insurance Co

Spokane, WA
07/2020 → Present

Eagle Strategies Llc

Spokane, WA
09/2020 → 12/2021

Rogers Financial Group

Spokane, WA
11/2022 → Present

Pnw Financial Services, Llc

Spokane, WA

Other Businesses

[J&T Harrington Properties LLC; investment related; hair salon commercial building; start date 02/2019; 7011 N F St, Spokane, WA 99208; owner; 5 hours per month none during securities hours; general bookkeeping and tax reporting] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 528 E Spokane Falls Blvd, Suite 305, Spokane, WA 99202; Start Date 11/2022; Role/Title: Owner; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF PNW Financial Services, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; Spokane, WA; START DATE: 11/2022][Foundation Church Spokane ; Member of the board for our church, Foundation Church Spokane; 9911 N Bob Olson Ln, Spokane, WA 99202; Start Date 05/2025; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Submit vote for any potential changes, share opinions, monthly meetings to discuss agenda items]

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-06-26
S63	Uniform Securities Agent State Law Examination	2019-04-01

S65 Uniform Investment Adviser Law Examination

2020-06-26
S63 Uniform Securities Agent State Law Examination

2019-04-01

Other Names

Jeffrey Alan Harrington
Jeff A Harrington
Jeffrey A Harrington
Jeffrey Harrington

View on SEC IAPD