JM
Jeffrey R. Mason
EAGLE STRATEGIES LLC
MANCHESTER, NH 03101
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CRD#: 322246
JM
Professional summary
Jeffrey Robert Mason is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Manchester, New Hampshire and NYLIFE SECURITIES LLC located in Manchester, New Hampshire.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1974. Jeffrey has worked at 2 firms and has passed the Series 63, Series 7TO, SIE and Series 1 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.
[BROKER, IAM THE SOLE PROPRIETER OF MASON FINANCIAL WHICH SELLS GROUP LIFE, HEALTH, HENTAL & DISABILITY PRODUCTS TO EMPLOYERS AND COMPANIES. I SPEND ABOUT 5HRS/WEEK.
DBA MASON FINANCIAL GROUP, YES THIS IS AN INVESTMENT RELATED BUSINESS. THE ADDRESS IS 1155 ELM ST, MANCHESTER, NH 03101. HE IS THE OWNER]
[SQUIRES GLEN CONDO; BOARD OF DIRECTORS; CONDO BOARD THAT GOVERNS ASSOCIATION; 114 FURBISH RD WELLS, ME; START DATE: 10/1/2011; DIRECTOR; COMPENSATION: NONE; INVESTMENT RELATED: NO; HOURS/MONTH: 2]
[MFG Properties LLC; MFG Properties LLC will own two office condo units, one to be rented by Mason Financial Group (Gregory R. Mason) and the second to be rented by a tenant TBD.; 1 Park Ave, Units 1-1,1-2, Hampton, NH 03842; Start Date 04/2018; Role/Title: Partner; Investment Related; 4 hours per month; 0 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Robert Mason'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
August 21, 2002 - Present
EAGLE STRATEGIES LLC
Office #1: 1155 Elm Street 8th Floor, Manchester, NH 03101RIA
CRD#: 110826
MANCHESTER, NH
Current
November 1, 1982 - Present
NYLIFE SECURITIES LLC
Office #1: 1155 Elm Street 8th Floor Mailbox #20, Manchester, NH 03101BD
CRD#: 5167
Manchester, NH
Past
February 7, 1974 - November 27, 1979
NYLIFE SECURITIES LLC
BD
CRD#: 5167
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
Alaska(8/11/2017)
RR
California(11/21/2007)
RR
Colorado(1/11/2019)
RR
Connecticut(7/15/2013)
RR
Florida(12/3/1998)
RR
Illinois(4/26/2011)
RR
Maine(12/17/1998)
RR
Massachusetts(6/29/1985)
RR
New Hampshire(8/31/1984)
IAR
New Hampshire(8/21/2002)
RR
New Mexico(1/11/2019)
RR
New York(5/31/2006)
RR
North Carolina(1/28/2025)
RR
Pennsylvania(3/7/2008)
RR
South Carolina(1/26/2011)
RR
Texas(2/5/2016)
RR
Vermont(4/6/2020)
IAR
Vermont(4/15/2020)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 2/2/1974
Registered Representative ExaminationSRO 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#: 110826Manchester, NH 03101TRUST BUT VERIFY
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