Best Investors Account Sign in

Jason Mark Depetris

Eagle Strategies LLC

Anaheim, CA

Claim This Profile
Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-04
CA RA APPROVED 2022-12-02
  • TX RA
    APPROVED
    Since 2023-04-04
  • CA RA
    APPROVED
    Since 2022-12-02

Branch Locations

2400 E Katella Ave Suite 800, Anaheim, CA 92806 • 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 Brea CA 02/2010 Present
Nylife Securities Llc Brea CA 01/2011 Present
Be Here Now Insurance And Financial Services Signal Hill CA 06/2021 Present
Eagle Strategies Llc Long Beach CA 12/2022 Present
Blue Cedar Financial And Insurance Solutions Anaheim CA 06/2025 Present
  • 02/2010 → Present
    New York Life Insurance Co
    Brea, CA
  • 01/2011 → Present
    Nylife Securities Llc
    Brea, CA
  • 06/2021 → Present
    Be Here Now Insurance And Financial Services
    Signal Hill, CA
  • 12/2022 → Present
    Long Beach, CA
  • 06/2025 → Present
    Blue Cedar Financial And Insurance Solutions
    Anaheim, CA
Other Businesses

[AUTHOR; WRITING BUSINESS; NOT INVESTMENT-RELATED; 2120 E. HILL ST. #210 SIGNAL HILL CA 90755; FICTION WRITER BEING PUBLISHED (SHORT STORIES-POSSIBLY A NOVEL); START DATE:01/31/2012; 5-10 HOURS PER MONTH; WORKING WITH A PUBLISHER TO HAVE FICTIONAL SHORT STORIES] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 2120 E. HILL ST. UNIT 210 SIGNAL HILL, CA 90755; START DATE 10/2014; ROLE/TITLE: INDEPENDENT CONTRACTOR; INVESTMENT RELATED; 2 HOURS PER MONTH; 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF BE HERE NOW INSURANCE AND FINANCIAL SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SIGNAL HILL, CA; START DATE: 06/2021] [OPERATING UNDER THE DBA NAME OF BLUE CEDAR FINANCIAL AND INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (ANAHEIM, CA); START DATE: 06/2025][Business Network International; As member of a business networking org, I've been asked to mentor members. Qrtrly mtgs to discuss attendance, effective communication, training available through the org etc.; 18362 Gothard St. Huntington Beach CA 92648; Start Date 12/2025; Role/Title: Volunteer; Not Investment Related; 0.5 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-03-18
  • S63 Uniform Securities Agent State Law Examination
    2011-03-18
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Anaheim, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor