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Jeffrey Allan Schuler

Eagle Strategies LLC

Lakewood, CO

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-11-23
CO RA APPROVED 2015-03-23
  • TX RA
    APPROVED_RES
    Since 2020-11-23
  • CO RA
    APPROVED
    Since 2015-03-23

Branch Locations

215 Union Blvd Suite 200, Lakewood, CO 80228 • 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
Nylife Securities, Llc Arvada CO 06/2013 Present
New York Life Insurance Arvada CO 05/2013 Present
Linus Enterprises, Llc Louisville CO 01/2000 Present
Eagle Strategies Llc Louisville CO 03/2015 Present
High Point Financial Group, Llc Louisville CO 12/2016 Present
  • 06/2013 → Present
    Nylife Securities, Llc
    Arvada, CO
  • 05/2013 → Present
    New York Life Insurance
    Arvada, CO
  • 01/2000 → Present
    Linus Enterprises, Llc
    Louisville, CO
  • 03/2015 → Present
    Louisville, CO
  • 12/2016 → Present
    High Point Financial Group, Llc
    Louisville, CO
Other Businesses

[LINUS ENTERPRISES LLC; OWNER; VACANT LAND HOLDING AND AAPL STOCK; INVESTMENT RELATED; 942 ST ANDREWS LANE LOUISVILLE CO 80027; 1 HOUR PER MONTH ON ACTIVITY] [OPERATING UNDER THE DBA NAME OF HIGH POINT 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; LOUISVILLE, CO; START DATE: 12/2016] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 942 St. Andrews Lane, Louisville CO 80027; Start Date 12/2016; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 06/2018; Role/Title: Shareholder; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-19
S63 Uniform Securities Agent State Law Examination 2013-07-03
  • S65 Uniform Investment Adviser Law Examination
    2015-03-19
  • S63 Uniform Securities Agent State Law Examination
    2013-07-03

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