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Timothy James Jordan

Eagle Strategies LLC

Bradford, MA

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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-09
MA RA APPROVED 2018-12-20
NH RA APPROVED 2018-12-12
  • TX RA
    APPROVED
    Since 2024-07-09
  • MA RA
    APPROVED
    Since 2018-12-20
  • NH RA
    APPROVED
    Since 2018-12-12

Branch Locations

167 Kingsbury Ave, Bradford, MA 01835 • 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
OrganizationCityStateFromTo
New York Life Ins. Co Manchester NH 10/1996 Present
Nylife Securities Inc. Manchester NH 10/1996 Present
Jordan Financial And Insurance Services Bradford MA 12/2008 Present
Eagle Strategies Llc Bradford MA 12/2018 Present
  • 10/1996 → Present
    New York Life Ins. Co
    Manchester, NH
  • 10/1996 → Present
    Nylife Securities Inc.
    Manchester, NH
  • 12/2008 → Present
    Jordan Financial And Insurance Services
    Bradford, MA
  • 12/2018 → Present
    Bradford, MA
Other Businesses

[OPERATING UNDER THE DBA NAME OF JORDAN FINANCIAL AND INSURANCE SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 167 KINGSBURY AVE, BRADFORD, MA 03835; SOLE PROPRIETOR AND OWNER; STARTED IN 12/2008; 10 HOURS A WEEK; SALES AND SERVICE FOR CLIENTS.] [Greater Haverhill Foundation; Helping to promote economic development in the City of Haverhill, MA; 143 Essex St. Haverhill, MA 01830; Start Date 06/2016; Role/Title: Director; Not Investment Related; 2 hours per month; 1 hours per month during securities trading hours] [Sacred Hearts Parish Finance Council; As chair of the Sacred Hearts parish Finance Council, I help run our quarterly meetings and advise our parish on financial matters.; 165 So. Main St Bradford, MA 01835; Start Date 04/2022; Role/Title: Chairman; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; advise the pastor on financial matters related to our parish] [Haverhill Bank (Corporator); Haverhill Bank provides banking services; 163 South Main St. Haverhill, MA 01835; Start Date 01/2020; Role/Title: Board Member; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Haverhill Rotary Club; President. The Haverhill Rotary Club lives up to the Rotary international motto of "service above self." We raise money and donate it to local non-profits. We have weekly meetings and have speakers address us on a variety of subjects.; PO Box 808 Haverhill, MA 01830-9998; Start Date 10/2022; Role/Title: Officer; Not Investment Related; 6 hours per month; 5 hours per month during securities trading hours; President of the club, I will lead our weekly meetings.] [Haverhill Bank; board of directors. board member, responsible for providing oversight and advice to the bank president.; 180 Merrimack St Haverhill, MA 01830; Start Date 11/2022; Role/Title: Board Member; Investment Related; 2 hours per month; 1 hours per month during securities trading hours] [Haverhill City Council; Council President-run the weekly meetings-approving the city budget submitted by the mayor-approving zoning changes; 4 Summer St. Haverhill, MA 01830; Start Date 01/2022; Role/Title: City Councilor; Not Investment Related; 15 hours per month; 2 hours per month during securities trading hours]

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-01-11
  • S63 Uniform Securities Agent State Law Examination
    1995-01-11
Designations
Other Names
  • Timothy J Jordan

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