Jeffrey Roland Beaulieu

Current Employers

Employment History

• 12/1994 → Present
  New York Life Ins Co
  Riverside, CA
• 12/1994 → Present
  Nylife Securities Inc.
  Riverside, CA
• 10/2011 → Present
  Jeffrey Beaulieu & Associates Insurance & Financial Services Inc
  Riverside, CA
• 04/2016 → Present
  Eagle Strategies Llc
  Riverside, CA

Other Businesses

APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS through GA non DBAs Flynn Associates and GBS Insurance; 6690 Alessandro Blvd., Suite B, Riverside, CA 92506; Start Date 01/2020; Role/Title: Owner; Investment Related; 10 hours per month; 8 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF JEFFREY BEAULIEU AND ASSOCIATES INSURANCE AND FINANCIAL SERVICES INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER/ASSOCIATE; RIVERSIDE, CA; START DATE: 11/2017] [Rental Property; I have a rental property with my brother in law Joel Oleson. We have it rented out on a 2 year lease agreement.; 1512 Lowell Street, Seaside, CA 93955; Start Date 03/2020; Role/Title: Owner; Investment Related; 2 hours per month; 2 hours per month during securities trading hours; I am 50% Responsible for the property but very little is needed by me other than I am responsible for 50% of the loan on the property] [Motivational Speaker; I speak about once a month, mostly to New York Life G.O's and meetings. I have a positive message about life. Has nothing to do with New York Life, it's a personal message. About my life and having a positive attitude.; 6690 Alessandro Blvd Suite B, Riverside CA 92506; Start Date 01/2020; Role/Title: Owner; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-26
• S63 Uniform Securities Agent State Law Examination
  1995-08-23