Jamie Inah Lee

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

• 11/2010 → Present
  New York Life Insurance Co
  Saddle Brook, NJ
• 04/2011 → Present
  Nyliife Securities Llc
  Saddle Brook, NJ
• 01/2014 → Present
  Eagle Strategies Llc
  Saddle Brook, NJ

Other Businesses

[NOTARY PUBLIC; 65 A JACKSON AVENUE WOODLAND PARK, NJ 007663; START DATE 01/2015; ROLE/TITLE: NOTARY PUBLIC; NOT INVESTMENT RELATED; 1 HOURS PER MONTH; 1 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [C Land Foundation; Bringing awareness to environmental issues to future leaders (youth) and equipping them to bring change. ; 222 BRIDGE PLAZA SOUTH SUITE 580 FORT LEE, NEW JERSEY 07024; Start Date 01/2022; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; Setting guidelines for scholarship essays, reviewing essay submissions, presenting scholarships at award ceremony]

Exams

• S66 Uniform Combined State Law Examination
  2014-01-14
• S63 Uniform Securities Agent State Law Examination
  2012-05-07

Designations

• Chartered Financial Consultant

Other Names

• Jamie Lee