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Jacob Lloyd Miller

Eagle Strategies LLC

Denver, CO

CRD 8051079

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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
CO RA APPROVED 2025-07-09
  • CO RA
    APPROVED
    Since 2025-07-09

Branch Locations

2000 S Colorado Blvd Tower 2 Suite 1100, Denver, CO 80222 • 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
Solterra Engineering, Inc. Laramie WY 04/2017 02/2026
Dowl Engineering Laramie WY 05/2012 04/2017
Lpl Enterprise Llc Englewood CO 03/2025 04/2025
Nylife Securities Denver CO 06/2025 Present
Nyl Insurance Company Denver CO 05/2025 Present
Eagle Strategies Llc Denver CO 07/2025 Present
Jlm Enterprises Aurora CO 07/2026 Present
  • 04/2017 → 02/2026
    Solterra Engineering, Inc.
    Laramie, WY
  • 05/2012 → 04/2017
    Dowl Engineering
    Laramie, WY
  • 03/2025 → 04/2025
    Englewood, CO
  • 06/2025 → Present
    Nylife Securities
    Denver, CO
  • 05/2025 → Present
    Nyl Insurance Company
    Denver, CO
  • 07/2025 → Present
    Denver, CO
  • 07/2026 → Present
    Jlm Enterprises
    Aurora, CO
Previous Registrations
Other Businesses

[JLM Enterprises; Consulting of the design and implementation of quality control systems, and aggregate mixtures such as concrete, asphalt, and road base mixtures. Expert witness review and opinion of technical documents and associated performed work; 7186 S Ukraine St, Aurora, CO 80016; Start Date 02/2026; Role/Title: Owner; Not Investment Related; 10 hours per month; 2 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-14
  • S66 Uniform Combined State Law Examination
    2025-04-14

View on SEC IAPD

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