Tyler James Jordan

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

• 05/2016 → Present
  New York Life Insurance Co.
  Arvada, CO
• 09/2016 → Present
  Nylife Securities, Llc
  Arvada, CO
• 02/2019 → Present
  Eagle Strategies Llc
  Colorado Springs, CO
• 08/2019 → Present
  Pioneer Horizons Financial, Llc
  Colorado Springs, CO

Other Businesses

[OPERATING UNDER THE DBA NAME OF PIONEER HORIZONS FINANCIAL, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; COLORADO SPRINGS, CO; START DATE: 08/2019] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 5350 Tomah Ct # 3800, Colorado Springs, CO 80918; Start Date 07/2019; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 4 hours per month during securities trading hours] [DBJ Mountain Escapes LLC; Rental Home - We bought a ski cabin in Keystone, CO and rent it out (STR).; 20 Rasor Court, Keystone, CO 80435; Start Date 04/2021; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [CSR Treble 5 LP ; Oil and Gas Lease - Limited Partnership. Buying 1 unit of an oil and gas lease for 5 wells drilled out of New Mexico; CSR TREBLE 5, P.O. Box 50797 Colorado Springs, Colorado 80949; Start Date 04/2024; Role/Title: Partner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; Passive investor]

Exams

• S66 Uniform Combined State Law Examination
  2019-02-01
• S63 Uniform Securities Agent State Law Examination
  2017-01-14