Allison Jane Metheny

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

• 08/2013 → 05/2017
  Sonoma State University
  Rohnert Park, CA
• 06/2016 → 09/2017
  Salmon Felte Insurance
  Santa Rosa, CA
• 03/2017 → 07/2017
  New York Life Insurance Company
  Roseville, CA
• 03/2017 → 07/2017
  Nylife Securities Llc
  Roseville, CA
• 09/2017 → 10/2017
  Salmon Felte Insurance
  Santa Rosa, CA
• 10/2017 → Present
  Salmon Felte Insurance
  Santa Rosa, CA
• 10/2017 → 05/2019
  Nylife Securities Llc
  Roseville, CA
• 09/2019 → Present
  Nylife Securities Llc
  Roseville, CA
• 10/2020 → Present
  Eagle Strategies Llc
  Santa Rosa, CA
• 09/2024 → Present
  Three Groves Insurance & Financial Services Llc
  Santa Rosa, CA

Other Businesses

[Alpha Gamma Delta (Sonoma State Chapter); foster a love leadership in young women and help support the cause of fighting hunger. Encourage sisterhood amongst its members; 1801 E Cotati Ave, Rohnert Park, CA 94928; Start Date 10/2023; Role/Title: New Member Experience Advisor; Not Investment Related; 12 hours per month; 0 hours per month during securities trading hours; help and encourage leadership among colleigate women, help faciliate new member meetings and lesson plans for the semester. Helps new member colliegate director with the new members and their education] [OPERATING UNDER THE DBA NAME OF SalmonFelte Insurance and Financial Services FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE; SANTA ROSA, CA; START DATE: 10/2017] [OPERATING UNDER THE DBA NAME OF Three Groves Insurance & Financial Services LLC FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE; SANTA ROSA, CA; START DATE: 09/2024]

Exams

• S66 Uniform Combined State Law Examination
  2020-09-01

Other Names

• Allison J Metheny
• Allie Metheny