Jules Epstein

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

• 06/1954 → Present
  Ny Life Insurance Co
  Melville, NY
• 09/1982 → Present
  Nylife Securities Inc.
  Melville, NY
• 04/2021 → Present
  The Bridge Group, Inc.
  Boca Raton, FL

Other Businesses

OWNER OF PEMSION ADMINISTRATION G - J.E. PELYSIONS INC LICENSED WITH VARIOUS CARRIERS FOR THE PURPOSE OF BROKERING NON-NYL NON REGISTERED PRODUCTS [OPERATING UNDER THE DBA NAME OF THE BRIDGE GROUP, INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; BOCA RATON, FL; START DATE: 04/2021] [Beth Ami Temple; 1401 nw 4th avenue Boca Raton FL 33432; Start Date 10/2023; Role/Title: Board Member; Not Investment Related; 15 hours per month; 5 hours per month during securities trading hours; helping to provide Jewish living]

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-08-29