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Jennifer Renee Mcadow

Eagle Strategies LLC

Jefferson, WI

CRD 7092723

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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:

Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-08-22
  • WI RA
    APPROVED
    Since 2025-08-22

Branch Locations

Jefferson, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities, Llc Madison WI 09/2019 Present
New York Life Insurance Company Madison WI 04/2019 Present
Zimbrick Bmw Madison WI 04/2013 07/2019
Eagle Strategies Llc Jefferson WI 08/2025 Present
Jmac Financial Strategies, Llc Jefferson WI 11/2025 Present
  • 09/2019 → Present
    Nylife Securities, Llc
    Madison, WI
  • 04/2019 → Present
    New York Life Insurance Company
    Madison, WI
  • 04/2013 → 07/2019
    Zimbrick Bmw
    Madison, WI
  • 08/2025 → Present
    Jefferson, WI
  • 11/2025 → Present
    Jmac Financial Strategies, Llc
    Jefferson, WI
Other Businesses

[Pruvit Independent Distributor;independent distributor of health supplements;w6329 county rd B, jefferson wi 53549;12/2018;Independent Contractor;1 hour per month; 1 hour during trading hours] [Mary Kay; w6329 County Rd B, Jefferson, WI 53549;05/2003;Consultant;1 hour per month; 0 hours during trading hours] [ISURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; w 6329 County Rd B, Jefferson, WI 53549; Start Date 02/2023; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 4 hours per month during securities trading hours][Rotary Club of Lake Mills; International organization with purpose of social and humanitarian good for the community.; po box 103 Lake Mills, WI 53551; Start Date 11/2019; Role/Title: Chair of Programs & Public Image committees; Not Investment Related; 7 hours per month; 4 hours per month during securities trading hours][ebay - jenbigmac13 ; resale store. I own an ebay store and my husband and son are using it to sale new and used items. No collectibles. mostly apparel; w6329 county road b, jefferson, wi 53549; Start Date 08/2025; Role/Title: Owner; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; consulting on ebay store operations, bookkeeping as needed, and shipping.] [OPERATING UNDER THE DBA NAME OF JMAC Financial Strategies, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; JEFFERSON WI ; START DATE: 11/2025]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-21
S63 Uniform Securities Agent State Law Examination 2020-06-22
  • S65 Uniform Investment Adviser Law Examination
    2025-08-21
  • S63 Uniform Securities Agent State Law Examination
    2020-06-22
Other Names
  • Jennifer R Wirth
  • Jenny R Mcadow
  • Jenny Renee Mcadow
  • Jennifer R Mcadow
  • Jenny Wirth

View on SEC IAPD

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