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Aaron Michael Jones

Eagle Strategies LLC

Vienna, VA

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2009-07-21
  • VA RA
    APPROVED
    Since 2009-07-21

Branch Locations

8075 Leesburg Pike Suite 400, Vienna, VA 22182 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Co Vienna VA 03/2006 Present
Nylife Securities Llc. Vienna VA 07/2006 Present
Eagle Strategies Llc Vienna VA 07/2009 Present
Avenue Wealth Vienna VA 09/2009 Present
  • 03/2006 → Present
    New York Life Insurance Co
    Vienna, VA
  • 07/2006 → Present
    Nylife Securities Llc.
    Vienna, VA
  • 07/2009 → Present
    Vienna, VA
  • 09/2009 → Present
    Avenue Wealth
    Vienna, VA
Other Businesses

INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES NYL & NON-NYL BROKERED CASES D/B/A NAME 'AVENUE WEALTH' FOR BOTH NYL & NON-NYL BROKERED CASES FINANCIAL SERVICES PROFESSIONAL AFFILIATED WITH NYLIFE SECURITIES LLC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-07-08
S63 Uniform Securities Agent State Law Examination 2006-07-21
  • S66 Uniform Combined State Law Examination
    2009-07-08
  • S63 Uniform Securities Agent State Law Examination
    2006-07-21

View on SEC IAPD

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