JT
Jerome A. Timmermann
EAGLE STRATEGIES LLC
BREESE, IL 62230-0346
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CRD#: 1179608
JT
Professional summary
Jerome Anthony Timmermann, ChFC®, CLU®, who also goes by Jerone Anthony Timmermann, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Breese, Illinois and NYLIFE SECURITIES LLC located in Breese, Illinois.
Jerome is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jerome has worked at 3 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
Jerone Anthony Timmermann
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.
[OPERATING UNDER THE DBA NAME OF THE TIMMERMANN GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; START DATE: 12/2003] [Notary Public; provide notary services to clients; 205 N. Main Street, Breese, IL 62230; Start Date 11/2017; Role/Title: Notary Public; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [NYLARC Holding Company Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, NY, NY 10010; Start Date 01/1996; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [BELLEVILLE BANCORP, INC.; Bank of Belleville is opening a new branch called Bank of Clinton County and I was invited to purchase shares of the private placement; Corner of Route 161 and 160, New Baden, Illinois 62265; Start Date 03/2021; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [Sacral Solutions LLC; They are going to manufacture seat cushions to correct poor sitting postures and relief back pain; 710 Indian Road, Creston, BC VOB1G8; Start Date 03/2022; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor][Timmermann Business Consulting LLC d/b/a CTA Advisory Group; company that files reports to comply with the Corporate Transparency Act; 64 Windsor Lane, Breese, IL 62230; Start Date 09/2024; Role/Title: spouse is 100% owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; referral business][Timmermann Family Enterprises, LLC ; rental income. rental income for the office space but now will also own a condo in Florida; 205 N. Main Street, Breese, IL 62230; Start Date 05/2010; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; manage properties]
CRS (Client Relationship Summary) - RIA
Click below to view Jerome Anthony Timmermann'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®
Experience
Current
June 13, 2003 - Present
EAGLE STRATEGIES LLC
Office #1: 205 N Main, Breese, IL 62230-0346Office #2: Three City Place Drive Suite 690, Creve Coeur, MO 63141RIA
CRD#: 110826
BREESE, IL
Current
September 21, 1983 - Present
NYLIFE SECURITIES LLC
Office #1: 205 North Main, Breese, IL 62230-0346BD
CRD#: 5167
BREESE, IL
Past
July 2, 1998 - June 3, 2003
THE TIMMERMANN GROUP
RIA
CRD#: 117938
BREESE, IL
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
Alabama(9/10/2014)
RR
Arizona(4/21/2006)
RR
Arkansas(9/30/2024)
RR
Colorado(1/4/2023)
RR
Florida(3/3/2016)
RR
Georgia(6/4/2021)
RR
Illinois(6/19/1984)
IAR
Illinois(3/11/2011)
RR
Indiana(5/15/2015)
RR
Kansas(5/28/2021)
RR
Kentucky(8/8/2008)
RR
Maryland(3/1/2024)
RR
Massachusetts(5/16/2016)
RR
Michigan(1/12/2023)
RR
Missouri(3/10/1992)
IAR
Missouri(6/13/2003)
RR
New Jersey(7/16/2020)
RR
North Carolina(1/30/2019)
RR
Ohio(7/10/2020)
RR
Pennsylvania(9/27/2021)
RR
South Carolina(3/26/2020)
RR
South Dakota(6/26/2025)
RR
Tennessee(7/9/2020)
RR
Texas(11/17/2015)
IAR
Texas(12/22/2017)
RR
Virginia(5/24/2022)
RR
Wisconsin(5/12/2021)
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.
