Carla Christine Jagodzinski

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

• 08/2009 → Present
  Ivory Development Corp
  Sugar Notch, PA
• 02/2014 → Present
  New York Life Insurance Co
  Scranton, PA
• 04/2015 → Present
  Nylife Securities Llc
  Scranton, PA
• 11/2018 → 09/2021
  Blu Door Financial
  Forty Fort, PA
• 09/2021 → Present
  Jagodzinski Financial Boutique
  Sugar Notch, PA
• 09/2023 → Present
  Eagle Strategies Llc
  Sugar Notch, PA

Other Businesses

[IVORY DEVELOPMENT CORP; DORMANT/INACTIVE SINCE OCTOBER 2009 "ZERO" TAX FILINGS TO DATE FOR PRIOR REAL ESTATE 2005-08, REPURPOSED FOR FIXED INSURANCE SALES 7/2008-10/2009; 670 MAIN ST SUGAR NOTCH, PA. 18706; START DATE 04/2005; ROLE/TITLE: OFFICER; INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; COMPENSATION: NONE] [INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED OUTSIDE INSURANCE PRODUCTS; 56 Elizabeth St Forty Fort, Pa 18704; START DATE: 01/2001 AND THROUGH ASH BROKERAGE ;INVESTMENT RELATED; 8 HOURS PER MONTH; 4 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Rental Property; 50-52 S. Walnut St Wilkes Barre Twp., PA 18702; Start Date 01/2018; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF JAGODZINSKI FINANCIAL BOUTIQUE FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SUGAR NOTCH, PA; START DATE: 09/2021] [Whiskey Woods Cabin, LLC; A cabin 4370 Carolina Cove Way Pigeon Forge Tennessee used for overnight rental; 4370 Carolina Cove Way Pigeon Forge Tn. 37863; Start Date 07/2023; Role/Title: Member; Investment Related; 3 hours per month; 3 hours per month during securities trading hours] [Luzerne Foundation - David J Miller Scholarship Fund; A fund to distribute to qualified applicants scholarships to David's high school, Crestwood and Big Brothers Big Sisters of NEPA; 670 Main St Sugar Notch Pa 18706; Start Date 05/2023; Role/Title: Member; Not Investment Related; 5 hours per month; 1 hours per month during securities trading hours; I am a committee member and an authorized founder] [NYLARC Holding Company, Inc; Reinsuring the life insurance I write with New York Life; 51 Madison Ave New York, NY 10010; Start Date 01/2024; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-02
• S63 Uniform Securities Agent State Law Examination
  2015-07-29

Other Names

• Carla Christine Palovchak
• Carla Christine Miller
• Carla Miller
• Carla Christine Miller