Jeffery Scott Wilkins

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

• 06/2004 → 10/2025
  Nbc Securities
  Birmingham, AL
• 10/2025 → Present
  New York Life
  Birmingham, AL
• 10/2025 → Present
  Nylife Securities Llc
  Birmingham, AL
• 11/2025 → Present
  Eagle Strategies Llc
  Pelham, AL

Previous Registrations

• 2004-07-08 → 2025-10-06
  Lanark Financial, Inc.
  Birmingham, AL
  Birmingham, AL
• 2003-07-22 → 2004-07-06
  Cetera Investment Advisers Llc
  Frisco, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-25
• S63 Uniform Securities Agent State Law Examination
  1999-01-18

Other Names

• Jeffery Scott Wilkins