Joel Alexandro Gomez

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 → Present
  Nylife Securities Llc
  Dallas, TX
• 01/2021 → Present
  New York Life Insurance Company
  Dallas, TX
• 05/2017 → 07/2021
  Hardware Resources
  Dallas, TX
• 01/2008 → 05/2017
  Humanetics Ii
  Carrollton, TX
• 10/2023 → Present
  Levanta Wealth Strategies, Llc
  Dallas, TX
• 01/2024 → Present
  Eagle Strategies Llc
  Dallas, TX
• 06/2025 → Present
  Cloud Wealth Strategies, Llc
  Dallas, TX

Other Businesses

[Rental Property - 2309 Huskey St; Rental house in Garland, TX; 2309 Huskey St, Garland, TX, 75041; Start Date 11/2021; Role/Title: Owner; Investment Related; 4 hours per month; 0 hours per month during securities trading hours; Responsibilities include collecting rent, insuring proper maintenance of the property] [Rental Property - 3933 Upland Way; Single family home rental property; 3933 Upland Way, Garland, TX, 75042; Start Date 05/2022; Role/Title: Owner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Property management, property repairs.] [OPERATING UNDER THE DBA NAME OF LEVANTA WEALTH STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (DALLAS, TX); START DATE: 10/2023] [OPERATING UNDER THE DBA NAME OF CLOUD WEALTH STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (DALLAS, TX); START DATE: 06/2025][Knights of Columbus; Catholic fraternal organization; 1201 Alma Dr, Plano, TX 75075; Start Date 06/2026; Role/Title: Board Member; Not Investment Related; 6 hours per month; 0 hours per month during securities trading hours; event planning]

Exams

• S66 Uniform Combined State Law Examination
  2023-12-22
• S63 Uniform Securities Agent State Law Examination
  2021-08-02

Other Names

• Joel Alexandro Gomez-Jimenez