Jenifer Yi

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	2021-08-19

TX RA
APPROVED

Since 2021-08-19

Branch Locations

Boerne, TX • 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
New York Life Insurance Co.	San Antonio	TX	04/2016	Present
Nylife Securities Llc	San Antonio	TX	06/2016	Present
Eagle Strategies Llc	San Antonio	TX	08/2021	Present

04/2016 → Present

New York Life Insurance Co.

San Antonio, TX
06/2016 → Present

Nylife Securities Llc

San Antonio, TX
08/2021 → Present

Eagle Strategies Llc

San Antonio, TX

Other Businesses

[All Nations Church; Local Church; 1250 Holbrook Rd San Antonio Tx 78218; Start Date 09/2022; Role/Title: Board Member; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours; attend the meetings for making decisions for church plans/activities] [Rental Properties; Rent the residential home; 109 Hampton way Boerne Tx 78006, 7419 photon walk San Antonio Tx; Start Date 06/2015; Role/Title: Owner; Investment Related; 2 hours per month; 1 hours per month during securities trading hours; Landlord duty]

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2016-09-02

S63 Uniform Securities Agent State Law Examination

2016-09-02

Designations

Chartered Financial Consultant

Other Names

Jenifer Kyung Yi

View on SEC IAPD