Jeffrey D. Meinbresse
Professional summary
Jeffrey Dale Meinbresse MR, CFP®, who also goes by Dale Meinbresse Mr, Jeffrey Dale Meinbresse, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Austin, Texas and NYLIFE SECURITIES LLC located in Austin, Texas.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jeffrey has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Dale Meinbresse MR's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
May 1, 2012 - Present
EAGLE STRATEGIES LLC
Office #1: 6200 Bridgepoint Parkway Suite 300, Austin, TX 78730January 1, 2008 - Present
NYLIFE SECURITIES LLC
Office #1: 6200 Bridgepoint Parkway Suite 300, Austin, TX 78730Primary 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
(3/13/2025)
(6/7/2025)
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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