Best Investors Account Sign in
Claim This Profile
Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-10-24
  • WA RA
    APPROVED
    Since 2022-10-24

Branch Locations

109 6Th St, Lynden, WA 98264 • 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
Arthur Murray Dance Studio Bellevue WA 09/2013 11/2019
Periscope Minneapolis MN 11/2012 09/2017
New York Life Insurance Company Bellevue WA 11/2019 Present
Nylife Securities Llc Bellevue WA 01/2020 Present
Eagle Strategies Llc Bellevue WA 10/2022 Present
Lewis & Bluhm Financial Group, Llc Lynden WA 04/2024 Present
  • 09/2013 → 11/2019
    Arthur Murray Dance Studio
    Bellevue, WA
  • 11/2012 → 09/2017
    Periscope
    Minneapolis, MN
  • 11/2019 → Present
    New York Life Insurance Company
    Bellevue, WA
  • 01/2020 → Present
    Nylife Securities Llc
    Bellevue, WA
  • 10/2022 → Present
    Bellevue, WA
  • 04/2024 → Present
    Lewis & Bluhm Financial Group, Llc
    Lynden, WA
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 501 Judson Street Aly, Lynden, WA 98264; Start Date 10/2023; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Business Networking International - Sound Business Leaders Seattle; international networking group ; 1525 North Community House Rd. Suite 475. Charlotte, NC 28277; Start Date 10/2023; Role/Title: Board Member; Not Investment Related; 15 hours per month; 4 hours per month during securities trading hours; president of my chapter in Seattle. There are currently 30 members in the chapter and my role as president is to facilitate the weekly meetings.] [OPERATING UNDER THE DBA NAME OF Lewis & Bluhm Financial Group, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; LYNDEN WA; START DATE: 04/2024]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-10
S63 Uniform Securities Agent State Law Examination 2020-03-06
  • S65 Uniform Investment Adviser Law Examination
    2022-10-10
  • S63 Uniform Securities Agent State Law Examination
    2020-03-06
Other Names
  • Jay C Bluhm

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lynden, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor