John Monroe Whitmire

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

• 10/1993 → Present
  New York Life Ins. Co
  Greenville, SC
• 12/1993 → Present
  Nylife Securities Inc.
  Greenville, SC
• 11/2012 → Present
  Eagle Strategies
  Greenville, SC
• 06/2018 → 06/2021
  Mahoney Financial Organization, Llc
  Greenville, SC

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; 8 Mcadoo Greenville SC 29607; Start Date 09/2017; Role/Title: Insurance Broker; 2 hours per month; 2 hours per month during securities trading hours] [WHITMIRE REAL ESTATE PROPERTIES LLC; BEACH HOUSE RENTAL; INVESTMENT RELATED; START DATE 04/2004] [Extreme commercial cleaning LLC; Owner of commercial cleaning company; 8 mcadoo av Greenville sc 20607; Start Date 11/2018; Role/Title: Owner; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-11-18
• S63 Uniform Securities Agent State Law Examination
  1994-02-16