Jason J Harris

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

• 10/2010 → Present
  Nylife Securities, Llc
  Dewitt, NY
• 02/2010 → Present
  New York Life Insurance
  Dewitt, NY
• 05/2025 → Present
  Eagle Strategies Llc
  Canastota, NY
• 11/2025 → Present
  Crystal Clear Financial Group, Llc
  Canastota, NY

Other Businesses

[Insurance Brokering ; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 126 Seneca Ave, Canastota, NY 13032; Start Date 06/2024; Role/Title: Insurance Broker; Investment Related; 6 hours per month; 4 hours per month during securities trading hours; Broker Insurance as needed for client needs] [OPERATING UNDER THE DBA NAME OF Crystal Clear Financial Group, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; CANASTOTA NY; START DATE: 11/2025]

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-23
• S63 Uniform Securities Agent State Law Examination
  2010-12-14