SJ
Srikant C. Jonnada
EAGLE STRATEGIES LLC
OKLAHOMA CITY, OK 73159
Some features on this profile are disabled
CRD#: 5631338
SJ
Professional summary
Srikant C Jonnada, who also goes by Sreekant C Jonnada, Sri C Jonnada, Srikant Chakraverthi Jonnada, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Oklahoma City, Oklahoma and NYLIFE SECURITIES LLC located in Oklahoma City, Oklahoma.
Srikant is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Srikant has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sreekant C Jonnada | Sri C Jonnada | Srikant Chakraverthi Jonnada
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.
[REAL ESTATE INVESTMENTS; 5801 N ANN ARBOR AVE. OKC, OK 73122; START DATE 01/2006; ROLE/TITLE: INVESTOR; INVESTMENT RELATED; 10 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [RENTAL PROPERTY; OWNEr-3 RENTAL PROPERTIES; RENTAL INCOME; INVESTMENT RELATED; START DATE 03/2009] [Oklahoma City Employee's Pension Board; To discuss and vote on matters relating to the Oklahoma City Employee's Pension Plan. To vote for certain pension pay outs, death benefits, etc.; Oklahoma City; Start Date 04/2021; Role/Title: Board Member; Investment Related; 2 hours per month; 1 hours per month during securities trading hours;review monthly meeting agenda consists of approving notes, reviewing annuity and death benefit payouts, review the investment report, etc.] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; OPERATING UNDER THE DBA NAME OF SRI FINANCIAL, LLC D.B.A. JOURNEY FINANCIAL STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; OKLAHOMA CITY, OK; ] [SRI FINANCIAL; SRI FINANCIAL WAS SET UP FOR THE SOLE PURPOSE OF BANKING AND TAX PURPOSES TO OPERATE MY INSURANCE BROKERAGE AND FINANCIAL SERVICES WORK. 3030 NW EXPRESSWAY SUITE 1800; START DATE 02/2013; ROLE/TITLE: OWNER; INVESTMENT RELATED; 200 HOURS PER MONTH; 165 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Bill Ding LLC; This is just a pass through holdings entity for my commercial real estate properties. 1225 W Reno Ave and 2261 NW 36th St. Both in Oklahoma City, OK; 2041 NW 47th St. Oklahoma City, OK 73118; Start Date 01/2018; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent, pay mortgage, execute lease agreements, coordinate repairs as needed] [Journey Financial Strategies, LLC; To house DBA Journey Financial Strategies, as a multi agent office with shared expenses, etc. The other DBA Sri Financial LLC is for my independent business expenses, Journey Financial Strategies LLC is for the team shared expenses at the office.; 10416 Greenbriar Parkway, Suite B. Oklahoma City, OK 73159; Start Date 06/2020; Role/Title: Owner; Investment Related; 170 hours per month; 170 hours per month during securities trading hours] [Property and Casualty Sales; Offering property & casualty insurance advice and sales.; 10416 Greenbriar Pkwy Suite C, OKC. OK. 73159; Start Date 12/2021; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Collaborative Insurance Solutions LLC; Offering property & casualty insurance advice and sales.; 10416 Greenbriar Pkwy Suite C, OKC. OK. 73159; Start Date 12/2022; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; No functions or responsibilities in the operations of the business. Solely an investment opportunity.] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 01/2024; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Srikant C Jonnada'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
March 7, 2018 - Present
EAGLE STRATEGIES LLC
Office #1: 10416 Greenbriar Parkway Suite B, Oklahoma City, OK 73159RIA
CRD#: 110826
OKLAHOMA CITY, OK
Current
February 14, 2012 - Present
NYLIFE SECURITIES LLC
Office #1: 10416 Greenbriar Parkway Suite B, Oklahoma City, OK 73159BD
CRD#: 5167
Oklahoma City, OK
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(2/15/2019)
RR
Arkansas(5/3/2019)
RR
California(1/16/2014)
RR
Colorado(9/22/2014)
RR
Florida(8/30/2012)
RR
Georgia(8/2/2023)
RR
Iowa(3/23/2020)
RR
Minnesota(9/22/2021)
RR
Mississippi(1/12/2023)
RR
Missouri(12/11/2013)
RR
New Jersey(1/21/2025)
RR
Ohio(7/2/2023)
RR
Oklahoma(3/8/2012)
IAR
Oklahoma(3/7/2018)
RR
Texas(8/9/2012)
IAR
Texas(3/8/2018)
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.
