Jaesung Son

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

Authority	Category	Status	Date
NJ	RA	APPROVED	2024-04-17

NJ RA
APPROVED

Since 2024-04-17

Branch Locations

250 Pehle Avenue 9Th Floor Plaza 2 - Suite 900, Saddle Brook, NJ 07663 • 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

Organization	City	State	From	To
New York Life Insurance Co	Saddle Brook	NJ	06/2005	Present
Nylife Securities	Saddle Brook	NJ	08/2005	Present
Eagle Strategies Llc	Saddle Brook	NJ	04/2024	Present

06/2005 → Present

New York Life Insurance Co

Saddle Brook, NJ
08/2005 → Present

Nylife Securities

Saddle Brook, NJ
04/2024 → Present

Eagle Strategies Llc

Saddle Brook, NJ

Other Businesses

[INSURANCE BROKERING THROUGH INTERNATIONAL PLANNING ALLIANCE, LLC; DISABILITY INCOME INSURANCE SALES; 300 BROADACRES DRIVE SUITE 175 BLOOMFIELD, NJ 07003; START DATE 01/2013; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 2 HOURS PER MONTH; 1 HOURS PER MONTH DURING SECURITIES TRADING HOURS]

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2006-01-18

S63 Uniform Securities Agent State Law Examination

2006-01-18

Designations

Chartered Financial Consultant

View on SEC IAPD