John Frederick Schweitzer

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

• 05/2013 → 03/2017
  Nylife Securities Llc
  Creve Coeur, MO
• 02/2013 → 03/2017
  New York Life Insurance Company
  Creve Coeur, MO
• 08/2015 → 03/2017
  Eagle Strategies Llc
  Creve Coeur, MO
• 03/2017 → 02/2018
  Scottrade, Inc.
  St. Louis, MO
• 02/2018 → 02/2019
  Td Ameritrade, Inc.
  St. Louis, MO
• 02/2018 → 02/2019
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 04/2019 → Present
  Nylife Securities Llc
  Edinburg, TX
• 02/2019 → Present
  New York Life Insurance Company
  Edinburg, TX
• 04/2019 → Present
  Eagle Strategies Llc
  Edinburg, TX

Previous Registrations

• 2018-02-27 → 2019-02-14
  Td Ameritrade, Inc.
  St. Louis, MO
• 2018-02-26 → 2018-06-14
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 2017-03-30 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO
• 2015-08-26 → 2017-03-28
  Eagle Strategies Llc
  Creve Coeur, MO
  St. Charles, MO

Other Businesses

[WriterAuthor Fiction; 60 Hill Pointe Court, Saint Charles, Missouri ;start date Sept/2016; 20 hrs per month; 0 hrs during trading hrs] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; One City Place Drive, Suite 260, Creve Coeur, MO 6314; start date june/2016; Partner; 40 hrs per month;25 hrs during trading hours] [Cryptocurrency Investment; Buy, sell, exchange, and use Bitcoin and other virtual currencies in online commerce and as a passive investment; Role/Title: Investor; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-20
• S63 Uniform Securities Agent State Law Examination
  2013-10-24

Other Names

• John Frederick Schweitzer
• John Frederick Schweitzer