Jared Brandon Backner

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

• 12/2020 → Present
  New York Life Insurance Company
  Irvine, CA
• 01/2020 → 11/2020
  Pga Superstore
  Irvine, CA
• 08/2017 → 05/2020
  The University Of Arizona
  Tucson, AZ
• 06/2015 → 08/2017
  Transpak
  Torrance, CA
• 04/2022 → Present
  Nylife Securities Llc
  Irvine, CA
• 06/2025 → Present
  Eagle Strategies Llc
  Irvine, CA
• 06/2025 → Present
  Blue Cedar Financial And Insurance Solutions
  Irvine, CA

Other Businesses

[OPERATING UNDER THE DBA NAME OF BLUE CEDAR FINANCIAL AND INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (IRVINE, CA); START DATE: 06/2025][Insurance Brokering;[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 2020 Main St Floor 10 Irvine CA 92614; Start Date 03/2025; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2025-06-25
• S63 Uniform Securities Agent State Law Examination
  2022-10-19