John Douglas York

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

• 06/2026 → Present
  Trias Financial Group Llc
  Frisco, TX
• 11/2021 → Present
  Nylife Securities Llc
  Frisco, TX
• 04/2021 → Present
  New York Life Insurance Company
  Frisco, TX
• 01/2021 → 04/2021
  Unemployed
  Allen, TX
• 05/2016 → 01/2021
  Pfannenberg Usa
  Lancaster, NY
• 05/2024 → 08/2026
  Eighteen Financial Group, Llc
  Frisco, TX
• 07/2024 → Present
  Eagle Strategies Llc
  Frisco, TX

Other Businesses

[Musician; I am in some bands that play roughly 10 weekends of the year.; 8001 Blacktail Trail McKinney, TX 75070; Start Date 05/2022; Role/Title: Member; Not Investment Related; 10 hours per month; 2 hours per month during securities trading hours] [Brian's Wish; this is a charity that will provide wish granting for critically / terminally ill adults. ; 11625 Custer Rd #110-222 Frisco, TX 75035; Start Date 04/2023; Role/Title: Director; Not Investment Related; 25 hours per month; 8 hours per month during securities trading hours; Organization and management of the charity. Coordinating volunteers] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products ; 2600 Network Blvd #130. Frisco, TX 75035; Start Date 07/2024; Role/Title: Partner; Investment Related; 20 hours per month; 20 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Trias Financial Group LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; FRISCO TX ; START DATE: 06/2026]

Exams

• S66 Uniform Combined State Law Examination
  2024-07-23
• S63 Uniform Securities Agent State Law Examination
  2021-12-21