JV
Jason C. Vanderstreet
EAGLE STRATEGIES LLC
WALTHAM, MA 02451
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CRD#: 4588628
JV
Professional summary
Jason C Vanderstreet, who also goes by Jason Vanderstreet, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Waltham, Massachusetts and ATLANTIC PLANNING GROUP, LLC located in Waltham, Massachusetts.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Jason has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Vanderstreet
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.
[ATLANTIC PLANNING GROUP LLC; INVESTMENT RELATED BUSINESS; 201 JONES ROAD SUITE 620 WALTHAM MA 02451; INVESTMENT PLANNING; IAR OF REGISTERED INVESTMENT ADVISOR; START DATE DECEMBER 2010; 20 HOURS PER MONTH; PREPARE FINANCIAL PLANS, PROVIDE FINANCIAL & INVESTMENT ADVICE FOR CLIENTS, PRESENT & MONITOR FOR CLIENTS]
[OPERATING UNDER THE DBA NAME OF ATLANTIC PLANNING GROUP LLC FOR THE PURPOSE OF FINANCIAL PLANNING, SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; INDEPENDENT CONTRACTOR; 201 JONES RD STE 620 WALTHAM MA 02451]
Registered Representative of NYLife Securities, LLC
Investment Advisor Representative of Eagle Strategies, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Jason C Vanderstreet'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
September 5, 2008 - Present
EAGLE STRATEGIES LLC
Office #1: 201 Jones Road 5th Floor, Waltham, MA 02451RIA
CRD#: 110826
WALTHAM, MA
Current
December 13, 2010 - Present
ATLANTIC PLANNING GROUP, LLC
Office #1: 201 Jones Road 5th Floor, Waltham, MA 02451RIA
CRD#: 133178
WALTHAM, MA
Current
May 8, 2008 - Present
NYLIFE SECURITIES LLC
Office #1: 201 Jones Road 5th Floor, Waltham, MA 02451BD
CRD#: 5167
Waltham, MA
Past
November 12, 2004 - April 30, 2008
NEW ENGLAND SECURITIES
RIA
CRD#: 615
COLCHESTER, VT
Past
February 4, 2003 - April 30, 2008
NEW ENGLAND SECURITIES
BD
CRD#: 615
COLCHESTER, VT
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(12/9/2010)
RR
Arkansas(7/30/2024)
RR
California(8/17/2022)
RR
Connecticut(8/13/2010)
RR
Florida(1/20/2016)
RR
Maine(3/17/2015)
RR
Maryland(12/17/2010)
RR
Massachusetts(5/8/2008)
IAR
Massachusetts(9/5/2008)
RR
New Hampshire(1/7/2015)
RR
New Jersey(10/5/2021)
RR
New York(1/3/2011)
RR
North Carolina(3/2/2016)
RR
Rhode Island(2/21/2012)
RR
South Carolina(2/14/2025)
RR
Vermont(5/20/2008)
RR
Virginia(9/6/2019)
RR
Washington(8/3/2015)
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#: 110826Waltham, MA 02451TRUST BUT VERIFY
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