Jack Mickey Davis

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

• 03/2016 → 04/2017
  Legacy Courts
  Lafayette, IN
• 05/2017 → 08/2017
  Purdue University
  West Lafayette, IN
• 05/2018 → 08/2018
  Pep Boys
  Lafayette, IN
• 05/2019 → 08/2019
  Stem Education Works
  Lafayette, IN
• 06/2020 → 08/2020
  Ksm Consulting
  Indianapolis, IN
• 08/2018 → 05/2019
  University Of Dayton
  Dayton, OH
• 12/2020 → 12/2020
  Walmart
  Lafayette, IN
• 08/2017 → 05/2021
  University Of Dayton
  Dayton, OH
• 08/2019 → 05/2021
  University Of Dayton
  Dayton, OH
• 06/2021 → Present
  New York Life Insurnace Company
  Carmel, IN
• 08/2011 → 05/2017
  Central Catholic Jr./Sr. High School
  Lafayette, IN
• 07/2021 → Present
  Nylife Securiites Llc.
  Carmel, IN
• 05/2026 → Present
  Eagle Strategies Llc
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2026-05-11
• S63 Uniform Securities Agent State Law Examination
  2021-12-12