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Andrew B. Jensen

EAGLE STRATEGIES
HOLDEN, MA
·CRD# 5460169·14 years experience

Professional Summary

Andrew B. Jensen, who also goes by Andy B Jensen, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Holden, Massachusetts and NYLIFE SECURITIES LLC located in Holden, Massachusetts. Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Andrew has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Andy B Jensen

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Marlborough, MA · CRD#
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Contact Information

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

14 years in the financial services industry

Current & Past Employments

EAGLE STRATEGIES LLC·CRD# 110826
RIA
106 High Street, Holden, MA 01522
May 8, 2017 - Present
NYLIFE SECURITIES LLC·CRD# 5167
BD
1174 Main Street Suite 203, Holden, MA 01520
December 19, 2011 - Present

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Current Firm

ES
EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - SEC (10/14/1988 Approved)

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

# of Employees

3,190

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (7/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

133,900

AUM (Assets Under Management)

$32,040,850,438

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
04/27/2026Cover PageReport
01/24/2025Cover PageReport
04/25/2024Cover PageReport
12/20/2023Cover PageReport

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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; 1174 Main St, Suite 203, Holden, MA 01520; Start Date: 01/2012; Role/Title: Insurance Broker; Investment related; 10 hours per month; 5 hours per month during securities trading hours] [Wachusett Area Chamber of Commerce; 1174 Main Street Suite 201, Holden MA 01522; Start Date 08/2016; Role/Title: Board Member/ Membership Committee Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Wachusett Area of Chamber Business Directory Committee; The Chamber puts together a Chamber Directory made up of chamber businesses that is free to the public; 1174 Main Street, Holden MA 01520; Start Date 07/2022; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours;Work with the director of the chamber in organizing the ad placement from chamber businesses that want to advertise in chamber directory.] [Holden Day's; An annual gathering in the Town of Holden put on by the Wachsett Area Chamber of Commerce that brings together chamber business businesses and families together for activities and vendors.; 1174 Main Street, Holden MA 01520; Start Date 04/2022; Role/Title: Volunteer; Not Investment Related; 5 hours per month; 1 hours per month during securities trading hours;Work with the director of Holden Day's to coordinate local business and vendors. ] [Oriol Foundation; Collaborate with other board members in organizing for charitable and educational purposes within the community.; 52 Boyden Road, Holden MA 01520; Start Date 04/2022; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours;Brainstorm ways to fundraise though different events such as putting together a craft fair, vendor fairs] [OPERATING UNDER THE DBA NAME OF CARDINAL FINANCIAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; HOLDEN, MA; START DATE: 10/2022] [NOTARY PUBLIC; NOTARIZE DOCUMENTS FOR THE COMMUNITY; 1174 MAIN STREET, SUITE 203 HOLDEN MA 01522; Start Date 10/2023; Role/Title: NOTARY PUBLIC; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours][Town of Holden ; The building in which I rent is being sublet from the town. The attorney that was collecting rents and paying the rent and utilities on the building moved out of state. Since I took her space, i was asked to collect the rents and pay the expenses.; 1174 Main Street, Holden MA 01520; Start Date 02/2025; Role/Title: Property Manager; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Connecticut
(5/17/2022)
RR
Massachusetts
(10/6/2014)
IAR
Massachusetts
(5/8/2017)
RR
New Hampshire
(8/4/2025)
RR
North Carolina
(10/17/2025)
RR
Pennsylvania
(1/3/2025)
RR
Rhode Island
(3/24/2023)
RR
Texas
(3/5/2025)
RR
Utah
(4/20/2012)
RR
Vermont
(12/13/2024)
RR
Virginia
(1/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2017About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2012About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Oct 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Dec 2011About the Series 6 exam
FINRA
SRO Registrations

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Marlborough, MA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Andrew B. Jensen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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Marlborough, MA · CRD#
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