Jesse Paul Crispe

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
CO	RA	APPROVED	2022-10-20

CO RA
APPROVED

Since 2022-10-20

Branch Locations

Castle Pines, CO • 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
New York Life Insurance	Denver	CO	10/1994	Present
Nylife Securities Inc.	Denver	CO	11/1994	Present
Arapahoe Youth League	Castle Pines	CO	10/2015	10/2018
Rock Canyon High School	Castle Pines	CO	10/2015	03/2018
Eagle Strategies Llc	Castle Pines	CO	10/2022	Present

10/1994 → Present

New York Life Insurance

Denver, CO
11/1994 → Present

Nylife Securities Inc.

Denver, CO
10/2015 → 10/2018

Arapahoe Youth League

Castle Pines, CO
10/2015 → 03/2018

Rock Canyon High School

Castle Pines, CO
10/2022 → Present

Eagle Strategies Llc

Castle Pines, CO

Other Businesses

[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered insurance products; 579 Sundance Pl Castle Pines Co 80108; Start Date 01/1998; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-10-03
S63	Uniform Securities Agent State Law Examination	1995-01-18

S65 Uniform Investment Adviser Law Examination

2022-10-03
S63 Uniform Securities Agent State Law Examination

1995-01-18

View on SEC IAPD