Jason Christopher Davis

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

• 07/2012 → 08/2018
  Wells Fargo Bank, Na
  San Antonio, TX
• 11/2019 → 07/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
• 07/2018 → 05/2022
  Keller Williams Realty
  San Antonio, TX
• 05/2019 → 12/2019
  Securitas
  San Antonio, TX
• 01/2020 → 07/2024
  Bank Of America, N.A.
  San Antonio, TX
• 01/2024 → Present
  New York Life Insurance Company
  San Antonio, TX
• 07/2024 → Present
  Nylife Securities Llc
  San Antonio, TX
• 09/2024 → 09/2024
  Bank Of America
  San Antonio, TX
• 01/2025 → Present
  Eagle Strategies Llc
  San Antonio, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-28
• S63 Uniform Securities Agent State Law Examination
  2022-09-17