Guilherme Pinto Jubran

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
AZ	RA	APPROVED	2022-12-09

AZ RA
APPROVED

Since 2022-12-09

Branch Locations

888 San Clemente Dr Suite 250, Newport Beach, CA 92660 • 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
Nylife Securities Llc	Pasadena	CA	10/2010	Present
New York Life Insurance Company	Pasadena	CA	03/2009	Present
Eagle Strategies Llc	Tucson	AZ	11/2022	Present

10/2010 → Present

Nylife Securities Llc

Pasadena, CA
03/2009 → Present

New York Life Insurance Company

Pasadena, CA
11/2022 → Present

Eagle Strategies Llc

Tucson, AZ

Other Businesses

Eagle Strategies LLC.- Registered Investment Advisor

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-11-16
S63	Uniform Securities Agent State Law Examination	2010-11-08

S66 Uniform Combined State Law Examination

2022-11-16
S63 Uniform Securities Agent State Law Examination

2010-11-08

View on SEC IAPD

Employer firm

Current Employers

Eagle Strategies Llc

Disclosures

Employment History

Other Businesses

Exams

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