JL
Jason P. Leonard
EAGLE STRATEGIES LLC
SADDLE BROOK, NJ 07663
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CRD#: 4076786
JL
Professional summary
Jason Paul Leonard is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Saddle Brook, New Jersey and NYLIFE SECURITIES LLC located in Saddle Brook, New Jersey.
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 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 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.
[Paul Javier fine clothing; custom clothing; 6215 Via La Cantera apt 249 San Antonio Tx 78256; Start Date 08/2019; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [jleonardwisdom; post on various social media platforms such as facebook, instagram daily motivational quotes and small stories. I also plan to do an occasional podcast that a prerecorded that are the same motivationalcontent; no business address; Start Date 05/2020; Role/Title: Owner; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; create and post all content] [WAM LLC; rental real estate; 9 kings view san antonio tx 78257; Start Date 04/2021; Role/Title: Member; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [Gonard Legacy Group; rental real estate; 9 Kings view san antonio tx 78257; Start Date 07/2021; Role/Title: Partner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; collect rent] [wam retirement, LLC; this is an LLC that is owned by a self directed ira from me and my wife. we do not own the LLC, but we are both operating manager; 9 kings view San Antonio, TX 78257; Start Date 09/2021; Role/Title: Member; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; making all decisions on what to buy and sell] [Gonard 322 Vine LLC; the LLC will own a multi family that we be a rental property; 322 vine st San Antonio, TX 78210; Start Date 11/2022; Role/Title: Member; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent] [WAMST1 LLC; Real estate rental; 51 webster dr Berkeley HTS, NJ 07922; Start Date 11/2023; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [gonard 201 theresa LLC; rental real estate; 1501 S MoPac Expy Ste 200 Austin, TX 78746; Start Date 10/2023; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [wam 15214 escalante pass von ormy llc; rental real estate; 1501 S MoPac Expy Ste 200 Austin, TX 78746; Start Date 10/2023; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Jason Paul Leonard'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
June 30, 2017 - Present
EAGLE STRATEGIES LLC
Office #1: 250 Pehle Avenue 9th Floor Plaza - Suite 900, Saddle Brook, NJ 07663RIA
CRD#: 110826
SADDLE BROOK, NJ
Current
June 16, 2000 - Present
NYLIFE SECURITIES LLC
Office #1: 250 Pehle Avenue 9th Floor Plaza 2 - Suite 900, Saddle Brook, NJ 07663BD
CRD#: 5167
Saddle Brook, NJ
Current
April 23, 2025 - Present
NYLIFE DISTRIBUTORS LLC
Office #1: 51 Madison Avenue, New York, NY 10010BD
CRD#: 35350
New York, NY
Past
December 10, 1999 - May 8, 2000
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
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
Massachusetts(3/22/2023)
RR
New Jersey(3/22/2023)
IAR
New Jersey(5/2/2023)
RR
New York(3/22/2023)
RR
Texas(10/16/2012)
IAR
Texas(6/30/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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.
