Johnson Ong Kho

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

• 01/1987 → Present
  New York Life Insurance Co.
  Stamford, CT
• 02/1987 → Present
  Nylife Securities Inc.
  New York, NY
• 11/2009 → Present
  Kho Financial Group
  New York, NY
• 04/2011 → Present
  Eagle Strategies Llc
  New York, NY

Other Businesses

[RENTAL PROPERTY; OWN A 1 UNIT CONDOMINIUM; PRODUCES RENTAL INCOME; DOES NOT MANAGE THE PROPERTY; SPENDS NO TIME ON THE ACTIVITY] [INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS] [OPERATING UNDER THE DBA NAME OF KHO FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 420 LEXINGTON AVENUE 14TH & 15TH FLOOR NEW YORK, NY 10170; START DATE: 12/2009] INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES LLC [PHILIPPINE CHINESE ASSOCIATION OF AMERICA; A PROFESSIONAL AND SOCIAL NETWORKING ASSOCIATION TO PROMOTE INTEREST AND WELL BEING OF PHILIPPINE CHINESE AMERICANS AND OTHER ASIAN AMERICANS IN THE EASTERN SEABOARD.; 77 CUMBERLAND DR. YONKERS, NY 10704; START DATE 01/2013; ROLE/TITLE: OFFICER; NOT INVESTMENT RELATED; 2 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS]

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-06-09

Designations

• Certified Financial Planner