Daniel Carlisle Jeanneret

Current Employers

Eagle Strategies Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-01-24

FL RA
APPROVED

Since 2024-01-24

Branch Locations

Land O Lakes, FL • 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

Organization	City	State	From	To
New York Life	Tampa	FL	02/2009	Present
Nylife Securities Llc	Tampa	FL	05/2009	Present
Eagle Strategies Llc	Land O Lakes	FL	01/2024	Present
Jeanneret Financial Strategies	Tampa	FL	06/2024	Present

02/2009 → Present

New York Life

Tampa, FL
05/2009 → Present

Nylife Securities Llc

Tampa, FL
01/2024 → Present

Eagle Strategies Llc

Land O Lakes, FL
06/2024 → Present

Jeanneret Financial Strategies

Tampa, FL

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 3 FARM GLEN BLVD, FARMINGTON, CT 06032; START DATE 01/2010; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 2 HOURS PER MONTH; 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF Jeanneret Financial Strategies FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; TAMPA FL; START DATE: 06/2024]

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-12-28
S63	Uniform Securities Agent State Law Examination	2010-01-12

S65 Uniform Investment Adviser Law Examination

2023-12-28
S63 Uniform Securities Agent State Law Examination

2010-01-12

Other Names

Dan Jeanneret
Daniel C Jeanneret

View on SEC IAPD