Jenny Ong Kho

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

• 05/1982 → Present
  New York Life Insurance Co
  New York, NY
• 05/1983 → Present
  Nylife Securities Inc.
  Nyc, NY
• 11/2009 → Present
  Kho Financial Group
  New York, NY
• 08/2021 → Present
  Eagle Strategies Llc
  New York, NY

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE COMPANIES FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 2 HOURS PER MONTH TO THIS ACTIVITY.] [RENTAL PROPERTY; OWNER; DOES NOT DEVOTE ANY TIME DURING SECURITIES TRADING HOURS. DUTIES: COLLECTING RENT.] [OPERATING UNDER THE DBA NAME OF KHO FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 420 LEXINGTON AVE 15TH FLOOR NEW YORK, NY; START DATE: 11/2009] [NYLARC Holding Companby, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 01/1994; Role/Title: Shareholder; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-09-07