TJ
Timothy J. Jordan
EAGLE STRATEGIES LLC
BRADFORD, MA 01835
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CRD#: 2568125
TJ
Professional summary
Timothy James Jordan, ChFC®, CLU®, who also goes by Timothy J Jordan, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Bradford, Massachusetts and NYLIFE SECURITIES LLC located in Bradford, Massachusetts.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Timothy has worked at 4 firms and has passed the Series 63, Series 7, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Timothy J Jordan
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 JORDAN FINANCIAL AND INSURANCE SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 167 KINGSBURY AVE, BRADFORD, MA 03835; SOLE PROPRIETOR AND OWNER; STARTED IN 12/2008; 10 HOURS A WEEK; SALES AND SERVICE FOR CLIENTS.] [Greater Haverhill Foundation; Helping to promote economic development in the City of Haverhill, MA; 143 Essex St. Haverhill, MA 01830; Start Date 06/2016; Role/Title: Director; Not Investment Related; 2 hours per month; 1 hours per month during securities trading hours] [Sacred Hearts Parish Finance Council; As chair of the Sacred Hearts parish Finance Council, I help run our quarterly meetings and advise our parish on financial matters.; 165 So. Main St Bradford, MA 01835; Start Date 04/2022; Role/Title: Chairman; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; advise the pastor on financial matters related to our parish] [Haverhill Bank (Corporator); Haverhill Bank provides banking services; 163 South Main St. Haverhill, MA 01835; Start Date 01/2020; Role/Title: Board Member; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Haverhill Rotary Club; President. The Haverhill Rotary Club lives up to the Rotary international motto of "service above self." We raise money and donate it to local non-profits. We have weekly meetings and have speakers address us on a variety of subjects.; PO Box 808 Haverhill, MA 01830-9998; Start Date 10/2022; Role/Title: Officer; Not Investment Related; 6 hours per month; 5 hours per month during securities trading hours; President of the club, I will lead our weekly meetings.] [Haverhill Bank; board of directors. board member, responsible for providing oversight and advice to the bank president.; 180 Merrimack St Haverhill, MA 01830; Start Date 11/2022; Role/Title: Board Member; Investment Related; 2 hours per month; 1 hours per month during securities trading hours] [Haverhill City Council; As Council President, I run the weekly meetings. Additionally, I/we are responsible for approving the city budget submitted by the mayor. The city council meets weekly for most of the year. Our responsibilities include approving zoning changes.; 4 Summer St. Haverhill, MA 01830; Start Date 01/2022; Role/Title: City Councilor; Not Investment Related; 15 hours per month; 2 hours per month during securities trading hours; As a Councilor my responsibilities include attending a weekly meeting on Tuesday evenings, a monthly sub-committee meeting, helping with city governance and in June approving the city's budget.]
CRS (Client Relationship Summary) - RIA
Click below to view Timothy James Jordan'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
December 12, 2018 - Present
EAGLE STRATEGIES LLC
Office #1: 167 Kingsbury Ave, Bradford, MA 01835RIA
CRD#: 110826
BRADFORD, MA
Current
October 15, 1996 - Present
NYLIFE SECURITIES LLC
BD
CRD#: 5167
BRADFORD, MA
Past
February 6, 1995 - October 3, 1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
BOSTON, MA
Past
February 6, 1995 - October 3, 1996
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
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
California(6/28/2004)
RR
Colorado(2/29/2024)
RR
Connecticut(10/3/2000)
RR
District of Columbia(5/27/2020)
RR
Florida(5/31/2016)
RR
Georgia(10/15/2009)
RR
Illinois(9/17/2014)
RR
Maine(7/31/1997)
RR
Maryland(5/27/2010)
RR
Massachusetts(10/15/1996)
IAR
Massachusetts(12/20/2018)
RR
New Hampshire(2/28/1997)
IAR
New Hampshire(12/12/2018)
RR
New York(8/22/2000)
RR
North Carolina(1/20/2021)
RR
Texas(9/4/2018)
IAR
Texas(7/9/2024)
RR
Utah(11/6/2020)
Exams
State Security Law 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
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Bradford, MA 01835TRUST BUT VERIFY
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