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Julia Rose Mcclung

Eagle Strategies LLC

New York, NY

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-03
  • NY RA
    APPROVED
    Since 2021-08-03

Branch Locations

51 Madison Avenue, New York, NY 10010 • 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
OrganizationCityStateFromTo
New York Life Insurance Co Milwaukee WI 09/2009 Present
Nylife Securities Llc Milwaukee WI 09/2009 Present
Eagle Strategies Llc Milwaukee WI 08/2010 Present
  • 09/2009 → Present
    New York Life Insurance Co
    Milwaukee, WI
  • 09/2009 → Present
    Nylife Securities Llc
    Milwaukee, WI
  • 08/2010 → Present
    Eagle Strategies Llc
    Milwaukee, WI
Other Businesses

INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES LLC DBA JUNGEN & CO. FINANCIAL ADVISERS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-06-24
S63 Uniform Securities Agent State Law Examination 2009-11-19
  • S65 Uniform Investment Adviser Law Examination
    2010-06-24
  • S63 Uniform Securities Agent State Law Examination
    2009-11-19
Other Names
  • Julia Rose Jungen

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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