John F Glass

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

• 10/1970 → Present
  New York Life Insurance Company
  Phoenix, AZ
• 02/2013 → Present
  Nylife Securities Llc
  Scottsdale, AZ
• 03/2013 → Present
  Eagle Strategies Llc
  Scottsdale, AZ
• 04/2013 → Present
  Glass Financial
  Phoenix, AZ
• 05/2013 → Present
  Glass Financial Group
  Phoenix, AZ

Previous Registrations

• 2009-01-22 → 2012-12-04
  National Planning Corporation
  Scottsdale, AZ

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; investment related; start date 11/2001] [OPERATING UNDER THE DBA NAME OF GLASS FINANCIAL GROUP FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ROLE/TITLE: OWNER; ADDRESS: 4455 E. CAMELBACK RD., SUITE 260D, PHOENIX, AZ 85018; START DATE: 04/2013] [LANDMARK ON CENTRAL LLC-LIMITED PARTNER-REAL ESTATE RETAIL OFFICE SPACE] [SUPRISE 310, TIC-LIMITED PARTNER-INTEREST INCOME-VACANT LAND FOR RESIDENTIAL DEVELOPMENT] [NUTT LLC-LIMITED PARTNER-VACANT LAND INVESTMENT] [JFG 100 LLC; LLC used for investments - going to be investing in Rolling Hills Investment, LLC; 6174 N. Paradise View Drive, Paradise Valley, AZ 85253; Start Date 12/2021; Partner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [RedOaks RL, LLC; Golf course located in Las Vegas, NV.; 10601 N. 56th Street, Scottsdale, AZ 85254; Start Date 11/2016; Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [The Wylder, LLC; pizzeria; 501 West Broad Street Boise, Idaho 83702; Start Date 08/2017; Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [WHGR2, LLC; Restaurant; 1509 N. 13th Street, Boise Idaho; Start Date 04/2019; Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [JFG 356 LLC; Purchase investments; 4455 E. Camelback Rd. Suite 260D Phoenix, AZ 85018; Start Date 01/2011; Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [CDF Collaboration, LLC; Restaurant; 9118 E. Winwood Ct. Wichita, KS 67226; Start Date 10/2020; Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [BOTCO.ai, INC.; See attached pitch deck.; 6125 E. Indian School Road, Suite 1001, Scottsdale, AZ 85251; Start Date 01/2021; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; PASSIVE INVESTOR] [Yellow Bird Holding, Inc.; website-based marketplace allowing businesses seeking to obtain certain services to locate and book third-party vendors that provide such services; 2355 E. Camelback Road, Suite 950 Phoenix, AZ 85016; Start Date 05/2021; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor-convertible note] [Rivia Health; Patient-centric medial bill management tool; 555 N. College Ave. #5019 Tempe, AZ 85281; Start Date 11/2021; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [WHGR3 LLC; Restaurant; 13 S. Lata Street Boise ID 83705; Start Date 03/2022; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [Rolling Hills Investment, LLC; Golf Course; 3942 E. Campbell Avenue, Phoenix, AZ 85018; Start Date 06/2023; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Forest Highlands Foundation; Charitable foundation; 2425 William Palmer Flagstaff, Arizona 86005; Start Date 09/2023; Role/Title: Board Member; Not Investment Related; 10 hours per month; 10 hours per month during securities trading hours; Fund raising and helping local charities] [Cyber-Dive; Cyber-progressive tech company ; 4140 E. Baseline Rd Ste 101 Mesa Az. 85206; Start Date Start Date 12/2024; Role/Title: Investor; Not Investment Related; 0 hours per month] [Private Money Funding LLC ; Hard money lenders; 11216 North 74th Street, Scottsdale, AZ 85260; Start Date 12/2025; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-01
• S63 Uniform Securities Agent State Law Examination
  1984-02-29

Other Names

• John Fisher Glass