Jerry Don Coats

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

• 02/1977 → Present
  New York Life Insurance Company
  New York, NY
• 09/1982 → Present
  Nylife Securities Llc
  Little Rock, AR
• 02/2004 → Present
  Eagle Strategies Llc
  Little Rock, AR
• 07/2016 → 12/2016
  Jerry Coats And Associates
  Little Rock, AR
• 12/2016 → 02/2026
  Insight Wealth
  Little Rock, AR
• 02/2026 → Present
  Edison Financial Group, Llc D/B/A Edison Wealth Strategies
  Little Rock, AR

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; START DATE: 11/2006; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED] [LEGACY/BUSINESS GROUP, INC; FIXED INSURANCE PRODUCT BROKERAGE; 10810 EXECUTIVE CENTER DRIVE, SUITE 301, LITTLE ROCK, AR 72211; START DATE: 08/2006; 5% OWNER; COMPENSATION: DIVIDENDS/INTEREST; ONLY USED FOR TAX PURPOSES; NOT A DBA; INVESTMENT RELATED; 5 HOURS PER MONTH; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [AR Childrens Foundation Gift Planning Advisory Committee; give input periodically about their experiences with charitable gift planning; #1 Children's Way, Little Rock, AR 72202; Start Date 05/2023; Role/Title: Volunteer; Not Investment Related; 3 hours per month; 3 hours per month during securities trading hours; committee member] [Estate Planning Council of Arkansas; This is an association of Estate Planners in the state of Arkansas. Members of the association are lawyers, CPA's, Wealth Advisors, Etc. They network together and have national and state speakers. ; P O Box 7366, Little Rock, AR 72217; Start Date 01/2024; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Edison Financial Group, LLC D/B/A Edison Wealth Strategies FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; Associate; LITTLE ROCK, AR; START DATE: 02/2026]

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-10-08

Designations

• Chartered Financial Consultant