JR
James M. Reeves
EAGLE STRATEGIES LLC
Wauseon, OH 43567
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CRD#: 5706331
JR
Professional summary
James M Reeves, who also goes by Bubba Reeves, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Wauseon, Ohio and NYLIFE SECURITIES LLC located in Wauseon, Ohio.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. James has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bubba Reeves
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; 14850 N SCOTTSDALE RD STE 400 SCOTTSDALE, AZ 85254; START DATE 07/2014; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 4 HOURS PER MONTH; 4 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF AGUA FRIA FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SURPRISE, AZ; START DATE: 03/2017] [OPERATING UNDER THE DBA NAME OF MAHONEY FINANCIAL ORGANIZATION, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; SURPRISE, AZ; START DATE: 09/2017] [West Valley Mavericks; Participate in fundraising, event organization to raise money for West Valley Charities; PO Box 2216, Litchfield Park, AZ 85340; Start Date 07/2017; Role/Title: Member; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [JMR & NBR LLC dba Waymaker Properties; Real Estate Holdings; 14054 W. Charter Oak St. Surprise, AZ 85379; Start Date 11/2019; Role/Title: Member; Investment Related; 2 hours per month; 0 hours per month during securities trading hours;owner duties] [Agua Fria Financial Group PLLC; This business is being formed in order to properly rent real estate assets from our LLC and w-2 employees. Business Operating Account; 14054 W. Charter Oak Rd. Surprise, AZ 85379; Start Date 11/2019; Role/Title: Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours][Wauseon School District Finance Committee; Finance Committee Member-d to review their finance and report up to the school board and the community. ; 930 E Oak Street Wauseon, OH 43567; Start Date 09/2023; Role/Title: Volunteer; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours][Property and Casualty Sales; Appointed with outside carriers for the purpose of brokering property and casualty products.; 203 Beech Street, Wauseon, Ohio 43567; Start Date 07/2025; Role/Title: Owner; Investment Related; 5 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF AGUA FRIA AUTO, HOME, AND COMMERCIAL FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (WAUSEON, OH); START DATE: 09/2025]
CRS (Client Relationship Summary) - RIA
Click below to view James M Reeves'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
October 20, 2017 - Present
EAGLE STRATEGIES LLC
Office #1: 203 Beech St., Wauseon, OH 43567Office #2: 2355 East Camelback Rd Suite 750, Phoenix, AZ 85016RIA
CRD#: 110826
Wauseon, OH
Current
June 21, 2011 - Present
NYLIFE SECURITIES LLC
Office #1: 203 Beech St, Wauseon, OH 43567Office #2: 2355 E Camelback Road Suite 750, Phoenix, AZ 85016BD
CRD#: 5167
Wauseon, OH
Past
September 10, 2009 - June 1, 2011
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
SURPRISE, AZ
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
Arizona(6/21/2011)
IAR
Arizona(10/20/2017)
RR
California(8/26/2025)
RR
Colorado(2/4/2020)
RR
Florida(2/21/2025)
RR
Georgia(10/13/2022)
RR
Idaho(2/20/2025)
RR
Illinois(12/2/2019)
RR
Indiana(1/19/2022)
RR
Iowa(1/25/2022)
RR
Maine(8/4/2023)
RR
Michigan(6/19/2018)
RR
Minnesota(8/10/2017)
RR
Missouri(1/8/2025)
RR
Nebraska(1/28/2021)
RR
New Jersey(11/22/2023)
RR
Ohio(6/12/2013)
IAR
Ohio(7/14/2021)
RR
Oregon(3/20/2019)
RR
South Dakota(10/4/2019)
RR
Texas(1/21/2020)
IAR
Texas(1/29/2020)
RR
Virginia(7/22/2025)
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
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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#: 110826Wauseon, OH 43567TRUST BUT VERIFY
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