Jaclyn Eryn Mabagos Magbitang

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

• 03/2013 → Present
  New York Life Insurance Company
  San Francisco, CA
• 02/2015 → Present
  Nylife Securities, Llc
  San Francisco, CA
• 09/2022 → Present
  Eagle Strategies Llc
  San Mateo, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-06-20

Designations

• Chartered Financial Consultant

Other Names

• Jac Eryn
• Jaclyn Magbitang
• Jaclyn Eryn Mabagos Magbitang