Javier Perez-Giz

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

• 04/2016 → Present
  Nylife Securities Llc
  Vienna, VA
• 04/2016 → Present
  New York Life Insurance Co
  Vienna, VA
• 04/2016 → Present
  Barrel Oak Winery
  Delaplane, VA
• 11/2015 → Present
  Uber Technologies
  San Francisco, CA
• 03/2017 → Present
  Eagle Strategies Llc
  Vienna, VA

Previous Registrations

• 2010-11-03 → 2015-04-08
  Northwestern Mutual Investment Services, Llc
  Miami, FL
  Fairfax, VA

Other Businesses

[Uber; 1455 Market Street San Francisco, CA 94103; Non-Investment Related; Transportation, Driver; November, 2015; 10 Hours per Month, Zero Hours during trading hours; Driving customers from one location to another] [Barrel Oak Winery; Non-investment related; Winery, Pourer; 3623 Grove Ln Delaplane, VA 20144; start date of April 2016; 10 Hours per Month, Zero hours during trading hours; Pouring wine and beer for customers of the winery who have come in for tasting or simply foe a glass or bottle of wine] [Insurance Brokering; Appointed with outside carriers for the purpose brokering non-registered insurance products; 5915 Tulloch Spring Ct., Haymarket, VA 20169; Start Date 02/2022; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 5 hours per month during securities trading hours; Brokering Outside Insurance]

Exams

• S66 Uniform Combined State Law Examination
  2010-10-28

Other Names

• Javier E Perez-Giz
• Javier Ernesto Perez-Giz