Javier Adrian Zubiate

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

• 01/2017 → 09/2019
  Charles Schwab
  El Paso, TX
• 01/2016 → Present
  Mechanical Technologies
  El Paso, TX
• 06/2009 → 05/2018
  University Of Texas El Paso
  El Paso, TX
• 10/2019 → Present
  New York Life Insurance Company
  El Paso, TX
• 01/2020 → Present
  Nylife Securities Llc
  El Paso, TX
• 02/2020 → Present
  Crown Wealth Advisers, Llc D.B.A. Crown Wealth Strategies
  El Paso, TX
• 03/2020 → Present
  Eagle Strategiess Llc
  El Paso, TX

Other Businesses

[Mechanical Technologies; This is a heating ventilation and air condition company.; 210 n cotton st el paso tx 79901; Start Date 01/2016; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; I have no functions or responsibilities with the company itself. This is a family owned company; event organization] [OPERATING UNDER THE DBA NAME OF CROWN WEALTH ADVISERS, LLC D.B.A. CROWN WEALTH STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; EL PASO, TX; START DATE: 02/2020] [Insurance Brokering; Appointed with various carriers for the purpose of selling non-nly, non-registered products; 621 N Resler, El Paso, Texas 79912; Start Date 02/2023; Role/Title: Independent Contractor; Investment Related; 2 hours per month; 0 hours per month during securities trading hours][El Paso Estate Planning Council; group of professionals discuss topics on estate planning and share their knowledge; 601 N. Mesa St. Ste 1000 · El Paso, TX 79901; Start Date 08/2025; Role/Title: Board Member; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; organize meetings][el paso symphony ; a local orchestra ; 1 civic center plaza el paso tx 79901; Start Date 03/2026; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours][Progress 321; non-profit economic development organization that helps the city of el paso; 333 n oregon second floor el paso tx 79901; Start Date 01/2026; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Collaborate with other board members to overview progress of the non-profit and aid with creating ideas for outreach and growth]

Exams

• S66 Uniform Combined State Law Examination
  2020-03-16
• S63 Uniform Securities Agent State Law Examination
  2018-10-24