Jerome Anthony Timmermann

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

• 05/1981 → Present
  New York Life Ins Co
  St Louis, MO
• 04/1983 → Present
  Nylife Securities Inc.
  St. Louis, MO
• 09/2010 → Present
  Eagle Strategies Llc
  Breese, IL
• 07/2010 → Present
  Timmermann Family Enterprises Llc
  Breese, IL
• 12/2003 → Present
  The Timmermann Group
  Breese, IL

Previous Registrations

• 1998-07-02 → 2003-06-03
  The Timmermann Group
  Breese, IL

Other Businesses

[OPERATING UNDER THE DBA NAME OF THE TIMMERMANN GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; START DATE: 12/2003] [Notary Public; provide notary services to clients; 205 N. Main Street, Breese, IL 62230; Start Date 11/2017; Role/Title: Notary Public; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [NYLARC Holding Company Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, NY, NY 10010; Start Date 01/1996; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [BELLEVILLE BANCORP, INC.; Bank of Belleville is opening a new branch called Bank of Clinton County and I was invited to purchase shares of the private placement; Corner of Route 161 and 160, New Baden, Illinois 62265; Start Date 03/2021; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [Sacral Solutions LLC; They are going to manufacture seat cushions to correct poor sitting postures and relief back pain; 710 Indian Road, Creston, BC VOB1G8; Start Date 03/2022; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor][Timmermann Business Consulting LLC d/b/a CTA Advisory Group; company that files reports to comply with the Corporate Transparency Act; 64 Windsor Lane, Breese, IL 62230; Start Date 09/2024; Role/Title: spouse is 100% owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; referral business][Timmermann Family Enterprises, LLC ; rental income. rental income for the office space but now will also own a condo in Florida; 205 N. Main Street, Breese, IL 62230; Start Date 05/2010; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; manage properties]

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-05-09
• S63 Uniform Securities Agent State Law Examination
  1991-10-08

Other Names

• Jerone Anthony Timmermann