Jane Leeka Fruin

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

• 03/2012 → Present
  New York Life Insurance Company
  Eugene, OR
• 04/2012 → Present
  Nylife Securities Llc
  Eugene, OR
• 09/2024 → Present
  Eagle Strategies Llc
  Eugene, OR
• 05/2026 → Present
  Sperix Financial Strategies Llc
  Eugene, OR

Other Businesses

[PLAIN JANES, ANYTHING BUT PLAIN; SMALL RETAIL; 210 OAKWAY RDEUGENE, OR 97401; NON-INVESTMENT RELATED; POSITION PRESIDENT; START DATE 04/2012] [210 Oakway Rd LLC; rental property ; 210 Oakway Rd LLC Eugene OR 97401; Start Date 07/2022; Role/Title: Owner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; collect rent] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 03/2012] [TAKE MY YOKE; MOTIVATIONAL SPEAKING; NOT INVESTMENT RELATED;210 OAKWAY RD, EUGENE OR 97401; 5 HOURS PER MONTH; START DATE 06/2013; MOTIVATIONAL SPEAKING TO CHRISITAN WOMEN'S RETREATS AND OTHER SERVICE ORGANIZATIONS] [P&C sales; independent contractor; investment related; start date 3/2012] [The Fruin Group: Brightway Insurance; P & C Sales and Service; 210 Oakway Rd Eugene OR 97401; Start Date 07/2025; Role/Title: Consultant; Investment Related; 5 hours per month; 4 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF SPERIX FINANCIAL STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (EUGENE, OR); START DATE: 05/2026]

Exams

• S66 Uniform Combined State Law Examination
  2024-09-03
• S63 Uniform Securities Agent State Law Examination
  1987-10-06

Other Names

• Jane L Williams
• Jane Leeka