Jonathan Schoenberg

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

• 01/2005 → Present
  New York Life Insurance Company
  New York, NY
• 07/2005 → Present
  Nylife Securities, Inc
  New York, NY
• 01/2008 → Present
  Eagle Strategies Llc
  New York, NY
• 06/2009 → Present
  Ipb Financial
  New York, NY
• 06/2020 → Present
  Lenert Financial Group
  New York, NY
• 02/2021 → Present
  The Rsi Group, Llc
  New York, NY

Other Businesses

INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES OUSIDE BROKERING THRU VARIOUS CARRIERS IPB FINANCIAL(DBA) - ALL BUSINESS [NYLARC Holding Company Inc.; Reinsuring the Life Insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 01/2010; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF LENERT FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; NEW YORK, NY; START DATE: 06/2020] [OPERATING UNDER THE DBA NAME OF THE RSI GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; NEW YORK, NY; START DATE: 02/2021]

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-10-12

Designations

• Certified Financial Planner