JP
Jason Palmadesso
EAGLE STRATEGIES LLC
FORT LAUDERDALE, FL 33304
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CRD#: 3020758
JP
Professional summary
Jason Palmadesso is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Fort Lauderdale, Florida and NYLIFE SECURITIES LLC located in Springfield, Massachusetts.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jason has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 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.
DBA MAHONEY FINANCIAL ORGANIZATION, LLC [Mahoney & Associates; Executive benefits and compensation consulting; 2455 East Sunrise Blvd, Suite 300, Fort Lauderdale, FL 33304; Start Date 06/2013; Role/Title: Consultant-COMMISSIONS AND FINDERS FEES; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 2455 E Sunrise Blvd. Suite 300, Fort Lauderdale, FL 33304; Start Date 08/2017; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF MAHONEY FINANCIAL ORGANIZATION, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; FORT LAUDERDALE, FL; START DATE: 11/2018] [OPERATING UNDER THE DBA NAME OF THE BRIDGE GROUP, INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; BOCA RATON, FL; START DATE: 06/2022] [OPERATING UNDER THE DBA NAME OF DBA - M&A Executive Benefit Insurance Solutions, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; FORT LAUDERDALE, FL; START DATE: 03/2025]
CRS (Client Relationship Summary) - RIA
Click below to view Jason Palmadesso'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 22, 2013 - Present
EAGLE STRATEGIES LLC
Office #1: 2455 East Sunrise Blvd Suite 300, Fort Lauderdale, FL 33304Office #2: Mahoney And Assoc. One Monarch Pl Ste 1840, Springfield, MA 01144Office #3: 2500 North Military Trail Suite 300, Boca Raton, FL 33431RIA
CRD#: 110826
FORT LAUDERDALE, FL
Current
February 4, 2010 - Present
NYLIFE SECURITIES LLC
Office #1: Mahoney And Assoc. One Monarch Pl Ste 1840, Springfield, MA 01144Office #2: 2455 East Sunrise Blvd Suite 300, Ft Lauderdale, FL 33304-3106Office #3: 2500 North Military Trail Suite 300, Boca Raton, FL 33431BD
CRD#: 5167
SPRINGFIELD, MA
Past
April 23, 2008 - January 29, 2010
NYLIFE SECURITIES LLC
BD
CRD#: 5167
FORT LAUDERDALE, FL
Past
June 6, 2007 - March 25, 2008
PRIME CAPITAL SERVICES, INC.
BD
CRD#: 18334
BOCA RATON, FL
Past
June 6, 2006 - April 17, 2007
KOVACK SECURITIES INC.
BD
CRD#: 44848
BOYNTON BEACH, FL
Past
March 31, 2003 - June 9, 2004
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
BOSTON, MA
Past
November 29, 1999 - March 31, 2003
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
BOCA RATON, FL
Past
November 24, 1999 - March 31, 2003
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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
Arizona(7/24/2024)
RR
Arkansas(2/7/2025)
RR
California(2/4/2010)
RR
Connecticut(3/20/2024)
RR
District of Columbia(2/15/2024)
RR
Florida(2/4/2010)
IAR
Florida(5/22/2013)
RR
Georgia(5/8/2018)
RR
Hawaii(5/24/2022)
RR
Illinois(6/28/2021)
RR
Indiana(6/3/2020)
RR
Kentucky(8/31/2020)
RR
Maryland(2/4/2010)
RR
Massachusetts(1/3/2023)
IAR
Massachusetts(2/15/2023)
RR
Michigan(9/21/2021)
RR
Minnesota(2/4/2010)
RR
Mississippi(10/5/2017)
RR
Missouri(9/9/2021)
RR
Montana(11/24/2021)
RR
New Jersey(3/19/2010)
RR
New York(2/4/2010)
RR
North Carolina(2/4/2010)
RR
Ohio(11/21/2011)
RR
Oregon(8/31/2021)
RR
Pennsylvania(1/14/2019)
RR
South Carolina(7/1/2015)
RR
South Dakota(6/2/2021)
RR
Tennessee(10/6/2021)
RR
Texas(8/31/2021)
IAR
Texas(9/2/2021)
RR
Utah(3/28/2024)
RR
Virginia(4/21/2011)
RR
Washington(3/8/2012)
RR
Wisconsin(4/16/2020)
Exams
State Security Law Exam
State Security Law 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
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.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Fort Lauderdale, FL 33304TRUST BUT VERIFY
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