John Phillip Maroulis

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

• 03/2009 → Present
  New York Life Insurance Co
  Stockton, CA
• 03/2009 → Present
  Nylife Securities Llc
  Stockton, CA
• 04/2025 → Present
  Blu Mati, Financial And Insurance Solutions, Inc
  Stockton, CA
• 10/2025 → Present
  Eagle Strategies Llc
  Stockton, CA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;3255 W March Lane Suite 300 Stockton CA 95219; Start Date 11/2017; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [Park Place Condominums; Condominiums board of directors; 1707 W Swain Rd Stockton, CA 95207; Start Date 08/2021; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours;Managing the property for safety,cleanness and ongoing well being of the complex] [OPERATING UNDER THE DBA NAME OF Blu Mati, Financial and Insurance Solutions, INC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; STOCKTON CA ; START DATE: 04/2025]

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-12-01

Designations

• Chartered Financial Consultant