John Berchman Stagg

Current Employers

Employment History

• 06/2017 → Present
  New York Life Insurance Company
  Oklahoma City, OK
• 08/2019 → Present
  Nylife Securities Llc
  Oklahoma City, OK
• 09/2015 → Present
  University Of Oklahoma
  Norman, OK
• 08/2022 → Present
  Edison Financial Group, Llc D/B/A Edison Wealth Strategies
  Tulsa, OK
• 10/2022 → Present
  Eagle Strategies Llc
  Tulsa, OK

Other Businesses

[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; INVESTMENT RELATED; ASSOCIATE; TULSA, OK; START DATE: 08/2022] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS and through ash brokerage; 8905 S Yale Ave suite 100 Tulsa, OK 74137-3540; Start Date 12/2022; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Tristesse Grief Foundation; Helping people who have have lost a loved one get grief counseling. ; 2502 E 71st St, Tulsa, OK 74136; Start Date 08/2023; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; I am going to be assisting in organizing events for the charity][Young Professionals Alzheimer's Association - Oklahoma Chapter; helping put on charity events to raise miney for the disease; 6660 S Sheridan Rd #202, Tulsa, OK 74133; Start Date 06/2024; Role/Title: Committee Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-24
• S63 Uniform Securities Agent State Law Examination
  2020-01-28

Other Names

• John B Stagg