Jeffrey Thomas Beebe

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

• 01/2006 → 09/2019
  Lakeland Bank
  Jackson, NJ
• 05/2016 → 09/2019
  Raymond James Financial Services
  Jackson, NJ
• 05/2016 → 09/2019
  Raymond James Financial Services Advisors Inc.
  Jackson, NJ
• 08/2019 → 09/2019
  Lakeland Financial Services Agency, Inc. (Lfsa)
  Jackson, NJ
• 09/2019 → 11/2022
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 09/2019 → 11/2022
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2022 → Present
  New York Life Insurance Company
  Horsham, PA
• 12/2022 → Present
  Nylife Securities Llc
  Horsham, PA
• 04/2023 → Present
  Eagle Strategies Llc
  Horsham, PA

Previous Registrations

• 2019-09-20 → 2021-12-02
  Cetera Investment Advisers Llc
  Belmar, NJ
  Manalapan, NJ
• 2016-05-11 → 2019-09-18
  Raymond James Financial Services Advisors, Inc
  Sparta, NJ
  Jackson, NJ
• 2007-10-04 → 2016-05-09
  Essex National Securities, Llc
  Montville, NJ
  Newton, NJ
  Stanhope, NJ
  Hardyston, NJ
  Andover, NJ
  Andover, NJ
  Sparta, NJ
  Andover, NJ
  Newton, NJ
  Newton, NJ
• 2002-05-03 → 2006-02-09
  Citigroup Global Markets Inc.
  Florham Park, NJ
  Florham Park, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-13
• S63 Uniform Securities Agent State Law Examination
  1993-08-18

Other Names

• Jeffrey T Beebe