Jarrod Tyler Oberg

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

• 09/2013 → 06/2017
  Ayer Shirley Regional High School
  Ayer, MA
• 09/2017 → 01/2018
  Framingham State University
  Framingham, MA
• 01/2018 → 05/2021
  Fitchburg State University
  Fitchburg, MA
• 05/2018 → 07/2021
  Shaker Hills Country Club
  Harvard, MA
• 07/2021 → Present
  New York Life Insurance Company
  Bridgewater (Boston), MA
• 12/2021 → Present
  Nylife Securities, Llc
  Bridgewater (Boston), MA
• 05/2025 → Present
  Eagle Strategies Llc
  Bridgewater, MA
• 06/2025 → Present
  Fairway Group, Llc
  Bridgewater, MA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 2 lake Shore center, Bridgewater MA, 02324; Start Date 02/2024; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF FAIRWAY GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (BRIDGEWATER, MA); START DATE: 06/2025]

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-15
• S63 Uniform Securities Agent State Law Examination
  2023-03-03