Jade Austin Thelin

Current Employers

Employment History

• 03/2009 → Present
  Nylife Securities Llc
  Portland, OR
• 02/2009 → Present
  New York Life Insurance
  Portland, OR
• 06/2017 → Present
  Eagle Strategies Llc
  Portland, OR
• 09/2019 → 04/2025
  Southern Ridge Wealth
  Portland, OR
• 04/2025 → Present
  Legacy Wealth Partners, Inc
  Portland, OR

Other Businesses

[JTG, INC.; RENTAL PROPERTIES; ROLE/TITLE: OWNER] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 8020 SW Pfaffle St. #100 Portland, OR 97223; Start Date 07/2019; Role/Title: Owner; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with the New York Life; 51 Madison Ave. New York, NY 10010; Start Date 07/2018; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [JTG Properties LLC; Rental properties; 8020 SW Pfaffle St. Suite 100 Portland, OR 97223; Start Date 01/2016; Role/Title: Owner; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; collect rent] [WCBPP LLC; Real estate rental managment; 8020 SW Pfaffle St. Suite 100 Portland, OR 97223; Start Date 04/2022; Role/Title: Owner; Investment Related; 6 hours per month; 4 hours per month during securities trading hours; collect rent] [Southern Highlands Golf Club; Privately owned golf club; 1 Robert Trent Jones Ln. Las Vegas, NV 89141; Start Date 01/2023; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours][Bandon Manor Black LLC; Rental house property; 89013 Beverly Ln. Bandon, OR 97411; Start Date 01/2025; Role/Title: Owner; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours; collect rent] [OPERATING UNDER THE DBA NAME OF LEGACY WEALTH PARTNERS INC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (PORTLAND, OR); START DATE: 04/2025][Ban On Transport LLC; Providing transportation for guests staying at one of my rental properties; 8020 SW Pfaffle St. Suite 100 Portland, OR 97223; Start Date 07/2025; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; schedule rides]

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-25
• S63 Uniform Securities Agent State Law Examination
  2009-03-12