Kelly J. Jahner
Professional summary
Kelly Jean Jahner, who also goes by Kelly Jean Potss, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Mandan, North Dakota and NYLIFE SECURITIES LLC located in Mandan, North Dakota.
Kelly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Kelly has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kelly Jean Jahner's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 17, 2016 - Present
EAGLE STRATEGIES LLC
Office #1: 107 1st Ave Nw, Mandan, ND 58554January 14, 2009 - Present
NYLIFE SECURITIES LLC
Office #1: 107 1st Ave Nw, Mandan, ND 58554Primary Firm SEC Registration
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/13/2017)
(1/5/2022)
(5/23/2024)
(2/4/2009)
(12/17/2016)
(3/4/2013)
(3/28/2025)
Exams
FINRA
Current Firm
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
Contact information
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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