James Miguel Quintana

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 → 07/2018
  Socorro Isd
  El Paso, TX
• 07/2018 → 08/2018
  Unemployed
  San Antonio, TX
• 08/2018 → 08/2022
  Southwest Isd
  San Antonio, TX
• 04/2019 → 11/2019
  Door Dash
  San Antonio, TX
• 08/2022 → 12/2022
  Uber
  San Antonio, TX
• 09/2022 → Present
  Nylife Securities Llc
  San Antonio, TX
• 08/2022 → Present
  New York Life Insurance Company
  San Antonio, TX
• 12/2025 → Present
  Catalyst Insurance And Financial Strategies Llc
  San Antonio, TX
• 12/2025 → Present
  Eagle Strategies Llc
  San Antonio, TX

Other Businesses

[Rotary Club of San Antonio; not for profit organization assisting with supporting the local, national, and international causes; 110 Broadway, San Antonio, TX 78205; Start Date 08/2023; Role/Title: Fundraising Lead; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours; Assist in being lead for planning fundraising activities; Manage General and Board meetings. Coordinate with officers for fundraising and community involvement events] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 8000 IH-10 West, Ste. 800, San Antonio, TX 78230; Start Date 06/2026; Role/Title: Insurance Broker; Investment Related; 20 hours per month; 20 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF CATALYST INSURANCE AND FINANCIAL STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (OWNER); (SAN ANTONIO, TX); START DATE: 12/2025] [Rotary Club of San Antonio; Rotary Club is a not for profit organization assisting with supporting the local, national, and international causes. ; P.O. Box 23195 San Antonio, TX 78223; Start Date 07/2025; Role/Title: Officer; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2025-12-15
• S63 Uniform Securities Agent State Law Examination
  2023-03-25