JP
Jeremy M. Potter
EAGLE STRATEGIES LLC
COTTAGE GROVE, WI 53527
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CRD#: 5664642
JP
Professional summary
Jeremy Michael Potter, ChFC®, who also goes by Jeremy M Potter, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Cottage Grove, Wisconsin and NYLIFE SECURITIES LLC located in Cottage Grove, Wisconsin.
Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Jeremy has worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeremy M Potter
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.
[RENTAL INCOME FROM RENTAL PROPERTY (SINGLE FAMILY HOME) LOCATED ON A 10 ACRE PARCEL OF LAND. FUNCTIONS ARE PASSIVE - COLLECTING RENT. LOCATED AT 375 RIVER ROAD EAST, RUDOLPH, WI 54475. AND 4021-4023 CLAIRE STREET, MADISON, WI 53716. 50% OWNERSHIP BEGINNING JANUARY, 2012. OWNED WITH FATHER, JOHN POTTER, JR. LEGAL STRUCTURE: TENANCY IN COMMON]
[SHAREHOLDER / PASSIVE INVESTOR IN FERRATE TREATMENT TECHNOLOGIES. WATER TREATMENT TECHNOLOGY 300 SUNPORT LANE, SUITE 101-A, ORLANDO, FL 32809. COMPANY CREATES FERRATE WHICH CAN BE USED TO TREAT BALLAST WATER IN SHIPS, MUNICIPAL WASTE, DRINKING WATER AND INDUSTRIAL WASTEWATER. NO HOURS/MONTH. OWNS 6459 SHARES @ $6/SHARE. NOT INVESTMENT RELATED]
[SHAREHOLDER / PASSIVE INVESTOR IN THIELE KAOLIN COMPANY A CLAY MIING COMPANY LOCATED AT 520 KAOLIN ROAD, SANDERSVILLE, GA 31042. THE COMPANY MINES, PROCESSES, BLENDS & DELIVERS FULL SPECTRUM OF KAOLIN COATING AND FILLER PIGMENTS TO PROCESSING FACILITIES IN GEORGIA, WISCONSIN & SWEDEN OWNS 3483 SHARES AT $21.25/SHARE NOT INVESTMENT-RELATED]
[POTTER & SON INC; CRANBERRY FARM.; 112 AIRPORT HANGAR DR WISCONSIN RAPIDS, WI 54494; START DATE 03/2015; ROLE/TITLE: OWNER, OWN STOCK; NOT INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; COMPENSATION: DIVIDENDS/INTEREST]
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products.; 202 W Cottage Grove Rd Suite C Cottage Grove, WI 53527; Start Date 05/2015; Role/Title: Insurance Broker; Investment Related; 3 hours per month; 3 hours per month during securities trading hours]
[OPERATING UNDER THE DBA NAME OF ACTION FINANCIAL STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; COTTAGE GROVE, WI; START DATE: 03/2021]
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Michael Potter'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
February 25, 2013 - Present
EAGLE STRATEGIES LLC
Office #1: 202 W Cottage Grove Road Suite C, Cottage Grove, WI 53527RIA
CRD#: 110826
COTTAGE GROVE, WI
Current
May 19, 2009 - Present
NYLIFE SECURITIES LLC
Office #1: 202 W Cottage Grove Road Suite C, Cottage Grove, WI 53527BD
CRD#: 5167
Cottage Grove, WI
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
Florida(8/8/2018)
RR
Illinois(2/23/2021)
RR
Iowa(3/26/2014)
RR
Kentucky(2/1/2024)
RR
Minnesota(3/26/2014)
RR
Washington(5/14/2025)
RR
Wisconsin(5/29/2009)
IAR
Wisconsin(2/25/2013)
Exams
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
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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.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Cottage Grove, WI 53527TRUST BUT VERIFY
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