John J. Burns

EAGLE STRATEGIES LLC

ALGONA, IA 50511

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CRD#: 2485914

Professional summary

John Joseph Burns, who also goes by Jack Burns, John J Burns, John Joseph Burns, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Algona, Iowa and NYLIFE SECURITIES LLC located in Algona, Iowa.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. John has worked at 10 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack Burns | John J Burns | John Joseph Burns

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 outside carriers for the purpose of brokering non-registered products; 2020 East Oak St, Algona IA; Commisisons; Insurance Broker; Insurance Related] [J-L Burns farms LLC; farm ownership that i rent out; 202 Richardson Ct, Algona IA 50511; start 01/2014; Rental Income; 0 hours per month; real estate related] [OPERATING UNDER THE DBA NAME OF INNOVATIVE FINANCIAL SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; ALGONA, IA; START DATE: 04/2022] [J&J Oil; trucking business; 2020 E Oak St, Algona, IA 50511; Start Date 05/2024; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Burns's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 8, 2021 - Present

EAGLE STRATEGIES LLC

Office #1: 2020 East Oak Street, Algona, IA 50511

RIA

CRD#: 110826

ALGONA, IA

Current

May 10, 2021 - Present

NYLIFE SECURITIES LLC

Office #1: 2020 East Oak Street, Algona, IA 50511

CRD#: 5167

Algona, IA

Past

November 11, 2019 - March 19, 2021

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Algona, IA

Past

September 13, 2019 - November 12, 2019

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Algona, IA

Past

March 9, 2001 - October 19, 2001

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

SCOTTSDALE, AZ

Past

January 10, 2000 - March 22, 2001

CATHOLIC FINANCIAL SERVICES CORPORATION

CRD#: 37185

MILWAUKEE, WI

Past

January 26, 1998 - November 15, 1999

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

LINCOLN, NE

Past

January 18, 1996 - January 22, 1998

LOCUST STREET SECURITIES, INC.

CRD#: 1703

DES MOINES, IA

Past

April 26, 1995 - June 2, 1995

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

February 16, 1995 - May 2, 1995

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

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".

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.

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

California
(2/18/2022)

Florida
(2/8/2023)

Iowa
(5/21/2021)

IAR

Iowa
(7/8/2021)

Minnesota
(6/2/2021)

South Dakota
(6/1/2021)

Texas
(6/10/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 5/21/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/3/2019

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/10/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/20/2021

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/15/1995

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987

RIA

Registered Investment Advisory firm - (10/14/1988 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (11/11/2025)

EAGLE STRATEGIES DISCLOSURE BROCHURE (10/23/2025)

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	Cover Page	Report
04/25/2024	Cover Page	Report
12/20/2023	Cover Page	Report

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.

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John J. Burns

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Burns's CRS (Customer Relationship Summary).

Certified licenses

Experience

NYLIFE SECURITIES LLC

GRADIENT ADVISORS, LLC

CREATIVEONE WEALTH, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CATHOLIC FINANCIAL SERVICES CORPORATION

AMERITAS INVESTMENT COMPANY, LLC

LOCUST STREET SECURITIES, INC.

LPL FINANCIAL LLC

CETERA WEALTH SERVICES, LLC

Primary Firm SEC Registration

EAGLE STRATEGIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/21/2021

Series 65

Date: 9/3/2019

Series 7TO

Date: 5/10/2021

SIE

Date: 2/20/2021

Series 6

Date: 2/15/1995

FINRA

Current Firm

EAGLE STRATEGIES LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EAGLE STRATEGIES LLC

TRUST BUT VERIFY

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