Jimmy S. Inzer
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jimmy Starr Inzer JR, who also goes by Jimmy Starr Jr Inzer, was a registered financial professional .
Jimmy is a previously registered financial professional and started their career in finance in 1983. Jimmy had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 14, 1999 - October 16, 2009
EAGLE STRATEGIES LLC
March 1, 1995 - July 1, 2016
NYLIFE SECURITIES LLC
January 27, 1994 - December 31, 1994
MUTUAL SERVICE CORPORATION
March 31, 1989 - December 31, 1993
MUTUAL SERVICE CORPORATION
June 10, 1983 - September 26, 1991
NYLIFE SECURITIES LLC
March 1, 1983 - March 31, 1989
LOWRY FINANCIAL SERVICES CORPORATION
Primary Firm SEC Registration
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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