JM
Jerry B. Mckinney
EAGLE STRATEGIES LLC
Overland Park, KS 66210
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CRD#: 2771326
JM
Professional summary
Jerry Blake Mckinney is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Overland Park, Kansas and NYLIFE SECURITIES LLC located in Wichita, Kansas.
Jerry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Jerry has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 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.
[Raiderduck LLC dba Character ID; Developing a system to use different analytics than what are commonly used for resume/candidate searches for job openings on the job search platforms such as Monster, CareerBuilder, Indeed, etc.; 29595 Pujol Street #6101, Temecula, CA 92590; Start Date 05/2018; Role/Title: Owner; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours][River Run Apartments, LLC ; Real Estate Investment in a Multi-Family Property being built in Seaside, OR; 3625 River Road N #250, Keizer, OR 97303; Start Date 12/2024; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent]
CRS (Client Relationship Summary) - RIA
Click below to view Jerry Blake Mckinney'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®
NoneExperience
Current
May 29, 2012 - Present
EAGLE STRATEGIES LLC
Office #1: 7101 College Boulevard Suite 880, Overland Park, KS 66210RIA
CRD#: 110826
Overland Park, KS
Current
August 20, 1996 - Present
NYLIFE SECURITIES LLC
Office #1: 12828 E 13th St N Suite 10, Wichita, KS 67230Office #2: 7101 College Boulevard Suite 1400, Overland Park, KS 66210BD
CRD#: 5167
Wichita, KS
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(4/26/2023)
RR
Kansas(4/26/2023)
IAR
Kansas(5/2/2023)
RR
Missouri(4/26/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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#: 110826Overland Park, KS 66210TRUST BUT VERIFY
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