JB
Jesse Bond
EAGLE STRATEGIES LLC
SEATTLE, WA 98125
Some features on this profile are disabled
CRD#: 4683541
JB
Professional summary
Jesse Bond, ChFC® is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Seattle, Washington and NYLIFE SECURITIES LLC located in Seattle, Washington.
Jesse is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Jesse has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 1809 7TH AVE, SUITE 708, SEATTLE, WA 98101; START DATE: 09/2007; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 4 HOURS PER MONTH;DBA BOND FINANCIAL, PLLC] [NYLARC HOLDING COMPANY INC.; 2999 NORTH 44TH STREET, SUITE 550 PHOENIX, AZ 85018; START DATE 10/2014; ROLE/TITLE: SHAREHOLDER; INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Transforming Age; Board member for Transforming Age. A network of services and partnerships dedicated to transforming the perception of age and enhancing the lives of older adults.; 915 118th Avenue SE, Suite 110 Bellevue, WA 98005; Start Date 07/2017; Role/Title: Board Member; Not Investment Related; 5 hours per month; 3.5 hours per month during securities trading hours; member of their board of directors] [Full Life Care; 4712 35th Avenue South Seattle, WA 98118; Start Date 01/2011; Role/Title: Volunteer; Not Investment Related; 6 hours per month; 1 hours per month during securities trading hours] [Lakeside Middle School ; Basketball Coach for Lakeside middle school girls; 13510 1st Ave NE, Seattle, WA 98125; Start Date 11/2022; Role/Title: Basketball Coach; Not Investment Related; 15 hours per month; 0 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Jesse Bond'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®
Experience
Current
December 9, 2006 - Present
EAGLE STRATEGIES LLC
Office #1: 155 Ne 100th Street Suite 301, Seattle, WA 98125RIA
CRD#: 110826
SEATTLE, WA
Current
August 18, 2003 - Present
NYLIFE SECURITIES LLC
Office #1: 155 Ne 100th Street Suite 301, Seattle, WA 98125BD
CRD#: 5167
Seattle, WA
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(11/2/2012)
RR
Arizona(11/11/2014)
RR
California(2/13/2004)
RR
Colorado(10/2/2019)
RR
Connecticut(11/10/2020)
RR
Florida(5/14/2024)
RR
Idaho(6/2/2017)
RR
Indiana(2/1/2023)
RR
Maine(5/8/2019)
RR
Massachusetts(6/18/2015)
RR
Michigan(6/3/2011)
RR
Missouri(8/23/2016)
RR
Montana(1/6/2015)
RR
New Jersey(4/11/2024)
RR
New York(2/16/2011)
RR
North Carolina(8/4/2023)
RR
North Dakota(6/20/2024)
RR
Ohio(5/19/2023)
RR
Oregon(4/30/2007)
RR
Texas(5/8/2019)
IAR
Texas(6/10/2019)
RR
Virginia(5/27/2022)
RR
Washington(9/3/2003)
IAR
Washington(12/9/2006)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
