Jennifer Selina Joseph

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

• 10/2020 → Present
  New York Life Insurance Company
  Glendale, CA
• 07/2019 → 01/2021
  Fm Global
  Woodland Hills, CA
• 09/2015 → 07/2019
  University Of California, Los Angeles
  Los Angeles, CA
• 03/2021 → Present
  Nylife Securities Llc
  Glendale, CA
• 07/2025 → Present
  Eagle Strategies Llc
  Glendale, CA
• 05/2026 → Present
  United States Youth Volleyball League
  Torrance, CA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 25124 Springfield Court, Suite 170, Valencia, CA 91355; Start Date 06/2026; Role/Title: Insurance Broker; Investment Related; 20 hours per month; 10 hours per month during securities trading hours; providing clients with additional insurance products from other carriers] [United States Youth Volleyball League; coaching children in volleyball; 2771 Plaza Del Amo, Suite 808, Torrance, CA 90503; Start Date 05/2026; Role/Title: Independent Contractor; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; coaching children in volleyball]

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-21
• S63 Uniform Securities Agent State Law Examination
  2021-04-23