John Knox Mccallum

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
SC	RA	APPROVED	2024-01-22

SC RA
APPROVED

Since 2024-01-22

Branch Locations

300 Executive Center Drive Suite 200, Greenville, SC 29615 • United States

Greenville, SC • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Eagle Strategies Llc	Greenville	SC	04/2020	Present
Nylife Securities Llc	Greenville	SC	02/1994	Present
New York Life Insurance Company	Greenville	SC	08/1992	Present

04/2020 → Present

Eagle Strategies Llc

Greenville, SC
02/1994 → Present

Nylife Securities Llc

Greenville, SC
08/1992 → Present

New York Life Insurance Company

Greenville, SC

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 8/2003]

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1994-04-14

S63 Uniform Securities Agent State Law Examination

1994-04-14

Designations

Chartered Financial Consultant

Other Names

Johnny Mccallum

View on SEC IAPD