Pujan Patel

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

• 03/2021 → 11/2022
  Jpmorgan Chase Bank, N.A.
  Chicago, IL
• 06/2020 → 12/2020
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 08/2016 → 05/2020
  Indiana University
  Bloomington, IN
• 03/2021 → 11/2022
  J.P. Morgan Securities Llc
  Chicago, IL
• 12/2020 → 03/2021
  Unemployed
  Lincolnwood, IL
• 11/2021 → 12/2022
  Preqin
  Chicago, IL
• 12/2022 → 05/2023
  Unemployed
  Chicago, IL
• 05/2023 → Present
  New York Life
  Downers Grove, IL
• 08/2023 → Present
  Nylife Securities Llc
  Downers Grove, IL
• 10/2024 → Present
  Eagle Strategies Llc
  Downers Grove, IL
• 12/2025 → Present
  Patel Family Wealth
  Chicago, IL

Other Businesses

[OPERATING UNDER THE DBA NAME OF PATEL FAMILY WEALTH FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (OWNER); (CHICAGO, IL); START DATE: 12/2025]

Exams

• S66 Uniform Combined State Law Examination
  2024-08-05
• S63 Uniform Securities Agent State Law Examination
  2021-06-22

Other Names

• Pujan N Patel