Emanuel D Jones

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

• 09/2020 → Present
  New York Life Insurance Co.
  Atlanta, GA
• 04/2020 → 06/2020
  Stiegnet
  Atlanta, GA
• 06/2012 → 04/2020
  Legacy Ford
  Mcdonough, GA
• 07/2019 → 12/2020
  Legacy Capital Partners, Llc
  Atlanta, GA
• 07/2013 → 10/2018
  Ej Legacy, Llc
  Mcdonough, GA
• 12/2020 → Present
  Nylife Securities Llc
  Atlanta, GA
• 07/2013 → 10/2018
  Allstate Insurance Company
  Mcdonough, GA
• 01/2022 → Present
  Eagle Strategies Llc
  Atlanta, GA
• 09/2022 → Present
  Jones & Co Wealth Stratgies, Llc
  Alpharetta, GA

Other Businesses

[Legacy Capital Partners, LLC; Real estate holding company.; 413 Industrial Blvd, McDonough, GA 30253; Start Date 07/2019; Role/Title: Owner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [EJ Legacy Enterprises, Inc; invest in real estate projects; 413 Industrial Blvd, McDonough, Ga 30253; Start date 09/2019; 5 hrs per month, 0 during securities trading hours; 100% owner; real estate related] [Legacy Ford; I consult for digital products at Legacy Ford such as website design and internet marketing; 413 Industrial Blvd, McDonough, GA 30305; Start Date 07/2020; Role/Title: Consultant; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF JONES & CO WEALTH STRATGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ALPHARETTA, GA; START DATE: 09/2022] [Fix & Flip Atl LLC; Entity used for fixing and flipping properties ; 3150 Roswell Rd NW, Atlanta, Ga 30305; Start Date 09/2019; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-16
• S63 Uniform Securities Agent State Law Examination
  2021-01-02

Other Names

• Emanuel Davie Jones
• Emanuel D Jones