Jacob Stephen Schmitz

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

• 05/2017 → 04/2021
  Cd2 Learning
  Overland Park, KS
• 06/2014 → 05/2017
  Mission Matters Group
  Wildwood, MO
• 04/2021 → Present
  New York Life Insurance Co.
  Overland Park, KS
• 07/2021 → Present
  Nylife Securities Llc
  Overland Park, KS
• 01/2022 → Present
  Enna And Associates
  Overland Park, KS
• 05/2024 → Present
  Eagle Strategies Llc
  Overland Park, KS

Other Businesses

[Young Catholic Professionals - Kansas City Chapter; YCP brings together young professionals into a community of belonging, support, and encouragement at all stages of the faith journey. YCP empowers and equips them to live their faith through everyday work, and to perform all work with excellence.; 6060 N. Central Expy. Suite 500, Dallas, TX 75206; Start Date 10/2021; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; founding Board Members for the chapter in Kansas City. I will be guiding and mentoring the leadership team during the foundational period] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 7101 College Blvd, Suite 1400 Overland Park, KS 66210; Start Date 05/2024; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF ENNA AND ASSOCIATES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; OVERLAND PARK, KS; START DATE: 01/2022]

Exams

• S66 Uniform Combined State Law Examination
  2024-05-06
• S63 Uniform Securities Agent State Law Examination
  2021-10-29

Other Names

• Jake Schmitz