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Eagle Strategies LLC CRD 110826
$32.0B regulatory AUM 6,662 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-30 |
| CA | RA | APPROVED | 2025-05-02 |
Branch Locations
100 Professional Center Dr Suite 104, Rohnert Park, CA 94928 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities, Llc | Santa Rosa | CA | 09/2014 | Present |
| New York Life Insurance Co | Santa Rosa | CA | 06/2014 | Present |
| Jl Financial & Insurance Solutions | Santa Rosa | CA | 11/2017 | Present |
| Eagle Strategies Llc | Rohnert Park | CA | 05/2025 | Present |
[OPERATING UNDER THE DBA NAME OF JL FINANCIAL & INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; OWNER; SANTA ROSA, CA; START DATE: 11/2017] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 2 Padre Parkway Suite 201D Rohnert Park CA 94928; Start Date 04/2018; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 8 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-14 |
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