John Matthew Wheat

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

• 10/2023 → Present
  New York Life Insurance Company
  Creve Coeur, MO
• 03/2024 → Present
  Nylife Securities Llc
  Creve Coeur, MO
• 05/2022 → 11/2023
  Spectrio
  Tampa, FL
• 12/2021 → 04/2022
  Unemployed
  Bulverde, TX
• 07/2019 → 11/2021
  Sar Global Signs
  San Antonio, TX
• 12/2018 → 06/2019
  Unemployed
  Bulverde, TX
• 08/1987 → 11/2018
  Ncr Texas Digital
  College Station, TX
• 08/2025 → Present
  Eagle Strategies Llc
  San Antonio, TX

Other Businesses

[Belle Oaks Ranch Property Owners Association; Maintains standards and maintenance of common areas for our neighborhood; C/O Spectrum Association Management, 17318 San Pedro, #318, San Antonio, TX 78232; start date 10/2023; non-investment related; board member; 2 hours per month and none during securities hours; Provide oversight on the maintenance of the community]

Exams

• S66 Uniform Combined State Law Examination
  2025-06-23
• S63 Uniform Securities Agent State Law Examination
  2024-05-07

Other Names

• Matt Wheat