Jean Paul Desrosiers

Eagle Strategies LLC

CRD 2181521

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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

Authority	Category	Status	Date
MA	RA	APPROVED	2024-06-11

MA RA
APPROVED

Since 2024-06-11

Branch Locations

Fall River, MA • 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 Company	Waltham	MA	08/2001	Present
Williams Estate And Financial Group, Inc.	Westport	MA	10/2014	07/2017
Eagle Strategies Llc	Westport	MA	06/2024	Present

08/2001 → Present

New York Life Insurance Company

Waltham, MA
10/2014 → 07/2017

Williams Estate And Financial Group, Inc.

Westport, MA
06/2024 → Present

Eagle Strategies Llc

Westport, MA

Previous Registrations

2002-03-06 → 2003-10-16

Eagle Strategies Llc

N. Dartmouth, MA

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS]

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-12-26
S63	Uniform Securities Agent State Law Examination	1991-10-29

S65 Uniform Investment Adviser Law Examination

2001-12-26
S63 Uniform Securities Agent State Law Examination

1991-10-29

Designations

Chartered Financial Consultant

View on SEC IAPD

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