John Thomas Ermer

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

• 04/2016 → 04/2017
  Knights Of Columbus
  New Haven, CT
• 08/2012 → 05/2017
  St. Vincent De Paul Regional Seminary
  Boynton Beach, FL
• 01/2017 → 10/2017
  Life-Plan Pro
  North Bay Village, FL
• 10/2017 → Present
  New York Life Insurance Co
  Sunrise, FL
• 12/2017 → Present
  Nylife Securities Llc
  Sunrise, FL
• 12/2019 → Present
  Eagle Strategies Llc
  Sunrise, FL
• 04/2020 → Present
  Ermer & Associates, Inc.
  Miami, FL

Previous Registrations

• 2009-10-05 → 2015-03-04
  Equitable Advisors, Llc
  Miami, FL
• 2001-05-10 → 2002-07-26
  Prudential Equity Group, Llc
  Coral Gables, FL

Other Businesses

[DERGAN JEWELERY, INC; 7900 HARBOR ISLAND DRIVE., SUITE 713, NORTH BAY VILLAGE FL 33154; VICE PRESIDENT; 0 hours; No Compensation] [MO. ARCHDIOCESE OF MIAMI DEVELOPMENT; VOLUNTEER; 9401 Biscayne Blvd, Miami Shores, FL 33138; no compensation; 1 hour per quarter; planned giving discussions] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 7900 Harbor Island Drive, Apt 713, North Bay Village, FL 33141; Commissions; 10 hours per month; investment related] [OPERATING UNDER THE DBA NAME OF ERMER & ASSOCIATES, INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; MIAMI, FL; START DATE: 04/2020] [Miami Dade Police Department; As a chaplain, I provide spiritual support to the officers and employees ot the Miami Dade Police Department. This support includes ceremony, community and counseling for the department. The department asks us to volunteer 8 hours a quarter.; 8240 NW 52 Terrace, Suite 106, Doral, FL; Start Date 01/2022; Role/Title: Volunteer; Not Investment Related; 3 hours per month; 1 hours per month during securities trading hours] [JT Ermer Fine Art Photography, Inc. - Dormant; Photography and art studio; 7900 Harbor Island Dr., Apt 713-A, North Bay Village, FL 333141; Start Date 11/2007; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Wilshire Holdings I, LLC. - Dormant; This business was opened for real estate investments. It was never used, but I do not wish to dissolve it incase I wish to use it in the future.; 7900 Harbor Island Dr., Apt 713-A, North Bay Village, FL 333141; Start Date 03/2004; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2019-12-13
• S65 Uniform Investment Adviser Law Examination
  1998-08-28
• S63 Uniform Securities Agent State Law Examination
  1987-11-18

Other Names

• John Thomas Ermer
• John Thomas Ermer