Justin Dallas Wiseman

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

• 06/2009 → Present
  The Rocketboys Llc
  Austin, TX
• 02/2018 → 12/2018
  The Werd Company
  Austin, TX
• 09/2013 → 12/2017
  Livevibe
  Austin, TX
• 01/2009 → 06/2018
  Round Rock Independent School District
  Round Rock, TX
• 05/2011 → 03/2020
  Lake Hills Church
  Austin, TX
• 09/2019 → Present
  New York Life Insurance Company
  Austin, TX
• 09/2019 → Present
  Nylife Securities Llc
  Austin, TX
• 01/2020 → Present
  Cadence Wealth Management, L.L.C.
  Austin, TX
• 06/2011 → Present
  Musician
  Austin, TX
• 09/2020 → Present
  Eagle Strategies Llc
  Austin, TX

Other Businesses

[Musician Independent Contractor; I am a freelance musician and songwriter, and I earn money from a variety of revenue streams depending on the season.; 3002 Lafayette Ave. Austin, TX 78722; Start Date 06/2011; Role/Title: Independent Contractor; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours] [The Rocketboys, LLC; Non-investment related;3002 Lafayette Ave., Austin, TX 78722;Performs live music shows, writes and releases recorded music, obtains licenses for use of recorded music; Owner; start date 06/2006;5 hrs/month 0 hrs spent per month during securities trading hours; The band is on an indefinite hiatus. I occasionally have administrative tasks (i.e. paying bills, paying general attention to social media sites)] [OPERATING UNDER THE DBA NAME OF CADENCE WEALTH MANAGEMENT, L.L.C. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; AUSTIN, TX; START DATE: 01/2020] [Insurance Brokering; Appointed with outside insurance carriers for the purpose of brokering non-registered insurance products; 3002 Lafayette Ave., Austin, TX 78722; Start Date 04/2023; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Insurance brokering of non-registered insurance products.]

Exams

• S66 Uniform Combined State Law Examination
  2020-08-31
• S63 Uniform Securities Agent State Law Examination
  2019-12-23