EJ
Eric B. Jackson
EAGLE STRATEGIES LLC
AUSTELL, GA
Some features on this profile are disabled
CRD#: 4644108
EJ
Professional summary
Eric Bernard Jackson is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Austell, Georgia and NYLIFE SECURITIES LLC located in New York, New York.
Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Eric has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 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.
[Tyrone Adam Burroughs School of Business & Entrepreneurship Advisory Board; The Advisory Board will serve as the advisory to the faculty and leadership of the Benedict College Business School. The Board serves to support the school's efforts to continuously improve the quality of the education that it provides its students.; 1600 Harden Street, Columbia, SC 29204; Start Date 11/2020; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours;Provide advice to the Dean on maters affecting the school, graduates and stakeholders; review school's programs to align with changing needs of business; advise on marketing and public relation efforts; identify revenue sources for the college; participate as mentor, speaker or panelist as occasions arise]
CRS (Client Relationship Summary) - RIA
Click below to view Eric Bernard Jackson'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
December 21, 2010 - Present
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
AUSTELL, GA
Current
December 2, 2003 - Present
NYLIFE SECURITIES LLC
Office #1: 51 Madison Avenue, New York, NY 10010BD
CRD#: 5167
New York, 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
Alabama(3/18/2011)
RR
Alaska(3/18/2011)
RR
Arizona(3/18/2011)
RR
Arkansas(3/18/2011)
RR
California(3/18/2011)
RR
Colorado(3/18/2011)
RR
Connecticut(3/18/2011)
RR
Delaware(3/18/2011)
RR
District of Columbia(3/18/2011)
RR
Florida(3/18/2011)
RR
Georgia(3/18/2011)
IAR
Georgia(1/9/2024)
RR
Hawaii(3/18/2011)
RR
Idaho(3/18/2011)
RR
Illinois(5/7/2004)
RR
Indiana(9/2/2004)
RR
Iowa(3/18/2011)
RR
Kansas(3/18/2011)
RR
Kentucky(3/18/2011)
RR
Louisiana(3/18/2011)
RR
Maine(3/18/2011)
RR
Maryland(3/18/2011)
RR
Massachusetts(3/18/2011)
RR
Michigan(3/18/2011)
RR
Minnesota(3/18/2011)
RR
Mississippi(3/18/2011)
RR
Missouri(3/18/2011)
RR
Montana(3/18/2011)
RR
Nebraska(3/18/2011)
RR
Nevada(3/18/2011)
RR
New Hampshire(3/18/2011)
RR
New Jersey(3/18/2011)
RR
New Mexico(3/18/2011)
RR
New York(3/18/2011)
IAR
New York(3/14/2024)
RR
North Carolina(12/19/2003)
RR
North Dakota(3/18/2011)
RR
Ohio(5/7/2004)
RR
Oklahoma(3/18/2011)
RR
Oregon(3/18/2011)
RR
Pennsylvania(3/18/2011)
RR
Rhode Island(3/18/2011)
RR
South Carolina(3/18/2011)
RR
South Dakota(3/18/2011)
RR
Tennessee(3/18/2011)
RR
Texas(3/18/2011)
RR
Utah(3/18/2011)
RR
Vermont(3/18/2011)
RR
Virginia(10/9/2007)
RR
Washington(3/18/2011)
RR
West Virginia(3/18/2011)
RR
Wisconsin(3/18/2011)
RR
Wyoming(3/18/2011)
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
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.
