RJ
Rodger K. Johnson
EAGLE STRATEGIES LLC
Addison, TX 75001
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CRD#: 1094768
RJ
Professional summary
Rodger Keith Johnson, CFP®, ChFC®, CLU® is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Addison, Texas and NYLIFE SECURITIES LLC located in Addison, Texas.
Rodger is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Rodger has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA JOHNSON FINANCIAL GROUP, LLC} [RCJ MANAGEMENT CO; Dormant; GENERAL PARTNER; start date 6/2003; BULLARD TX 75757; GP FOR FAMILY LIMITED PARTNERSHIP LEGACY J IV; INVESTMENT RELATED] [LEGACY J IV, L.P; OWNER; FAMILY LIMITED PARTNERSHIP; TYLER TX 75703; START DATE 01/2003; NO TIME ON ACTIVITY; FAMILY ASSET PROTECTION- REAL ESTATE AND OIL-GAS LEASES; INVESTMENT RELATED] [BENT TREE RANCH LLC; FAMILY RANCH; NON-INVESTMENT RELATED BULLARD TX 75757; START DATE 01/2011; MEMBER MANAGER; 15 -20 HOURS OPER MONTH NONE DURING SEC HRS] [THE AMERICAN COLLEGE; EDUCATIONAL INSTITUTION; Educator/instructor; Chartered Advisor in Philanthropy; 8 hours per month] [American College Trustee; Bryn Mawr, PA 19010; Start Date 09/2020; Role/Title: Board Member; Investment Related; 3 hours per month; 3 hours per month during securities trading hours; Vice Chairman of the President's Round table-manage meetings] [Grace Baptist Church; Secretary; start date 01/1988; non-investment related; Tyler TX; 3 hours per month none during securities hours] [Johnson Financial Group; compensate AFA to manage outside interests-LLC's, family limited partnership, ranch, real estate and family businesses; Tyler Texas 75703; Start Date 07/1985; Role/Title: Owner; Non-Investment Related] [Legacy J IV Rentals LLC; buying and holding rental real estate; Tyler, Texas 75703; Start Date 07/2018; Role/Title: Member; Investment Related; 15 hours per month; 3 hours per month during securities trading hours] [East Texas Crisis Center; Education and Shelter for battered women.; Tyler, Texas 75701; Start Date 11/2018; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Legacy J IV Travels LLC; owns an airplane; pay annual insurance; Tyler, Texas 75703; Start Date 10/2018; Role/Title: Owner; Not Investment Related; 8 hours per month; 8 hours per month during securities trading hours] [True Vine Brewing Company,LLC; Local Beer Brewery; Tyler, Texas 75701; Start Date 12/2018; Role/Title: Investor; Not Investment Related; no time on activity] [The Center at Grande, LLC; Rehab center; Tyler, Texas 75707; Start Date 10/2016; Role/Title: Investor; Not Investment Related; no time on activity] [The Centers of Central Texas Real Estate I, LLC; rehab medical facility; Austin, Texas 78731; Start Date 01/2018; Role/Title: Investor; Not Investment Related; no time on activity] [Velocis Industrial Fund LP; Industrial development private placement.; Dallas, Texas 75201; Start Date 03/2022; Role/Title: Investor; Investment Related; no time on activity] [Hall Wines of Napa LP, LLC; Winery passive investment; Hall Winery Helena Ca 94574; Start Date 03/2022; Role/Title: passive investor; Investment Related; no tie on activity] [Velocis Secondary Partners III; buy Real Estate investments; Dallas, Texas 75201; Start Date 03/2022; Role/Title: passive investor; Investment Related; 1 hours per month and during securities trading hours] [JC Real Estate LLC; Own and Lease commercial Building; Tyler, Texas 75703; Start Date 03/2022; Role/Title: Member; Not Investment Related; 0 hours per month; no time on activity] [The Glen Development Partners, LLC; Residential real estate rental; Flint, Tx 75762; Start Date 03/2024; Role/Title: Investor; Investment Related; 1 hours per month non sec hrs] [Legacy J Holdings LLC; holding co; Tyler, Texas 75703; Start Date 03/2024; member; inv related; 1 hr per month dur sec hrs] [RJMR Capital Holdings LLC; own a new airplane; 5041 Kinsey Dr. Tyler, Texas 75703; Start Date 11/2024; Role/Title: Member; Not Investment Related; 8 hours per month; 8 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Rodger Keith Johnson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Experience
Current
March 6, 1997 - Present
EAGLE STRATEGIES LLC
Office #1: 15305 Dallas Pkwy Ste. 1200, Addison, TX 75001Office #2: 5041 Kinsey Drive, Tyler, TX 75703RIA
CRD#: 110826
Addison, TX
Current
May 17, 1984 - Present
NYLIFE SECURITIES LLC
Office #1: 15305 Dallas Pkwy Ste. 1200, Addison, TX 75001Office #2: 5041 Kinsey Drive, Tyler, TX 75703BD
CRD#: 5167
Addison, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(6/29/2017)
RR
California(8/29/2013)
RR
Colorado(7/20/2001)
RR
Florida(7/7/2015)
RR
Georgia(1/19/2022)
RR
Illinois(2/28/2024)
RR
Indiana(4/28/2025)
RR
Kansas(6/30/2022)
RR
Kentucky(4/3/2013)
RR
Louisiana(6/16/2022)
RR
Minnesota(9/17/2020)
RR
Missouri(7/18/2018)
RR
Montana(1/3/2023)
RR
Nebraska(6/21/2022)
RR
New Jersey(7/25/2023)
RR
New Mexico(10/1/2019)
RR
New York(10/19/2007)
RR
Oklahoma(9/10/1999)
RR
Pennsylvania(2/11/2009)
RR
South Carolina(1/20/2023)
RR
Tennessee(7/31/2019)
RR
Texas(11/1/1985)
IAR
Texas(3/6/1997)
RR
Washington(12/10/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
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.
Check for any disclosures as part of your thorough research when choosing an advisor.
