Jason Lee Hooz

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:

Current Employers

Eagle Strategies Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2003-05-14
CA	RA	APPROVED	2003-03-14

TX RA
APPROVED

Since 2003-05-14
CA RA
APPROVED

Since 2003-03-14

Branch Locations

1601 S De Anza Blvd Suite 255, Cupertino, CA 95014 • 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

Organization	City	State	From	To
New York Life Insurance Company	New York	NY	09/1979	Present
Nylife Securities Llc	San Jose	CA	02/1983	Present
Hooz Wealth Strategies And Insurance Solutions, Llc	Cupertino	CA	12/2025	Present

09/1979 → Present

New York Life Insurance Company

New York, NY
02/1983 → Present

Nylife Securities Llc

San Jose, CA
12/2025 → Present

Hooz Wealth Strategies And Insurance Solutions, Llc

Cupertino, CA

Other Businesses

APPOINTED WITH VARIOUS OUTSIDE INSURANCE COMPANIES WITH THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS. OWNER OF RENTAL PROPERTY AT 4235 BAIN AVENUE, SANTA CRUZ, CA 95062. AS LANDLORD, I WILL COLLECT RENT. [OPERATING UNDER THE DBA NAME OF Hooz Wealth Strategies and Insurance Solutions, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; CUPERTINO CA; START DATE: 12/2025]

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1987-07-13

S63 Uniform Securities Agent State Law Examination

1987-07-13

Designations

Chartered Financial Consultant

View on SEC IAPD