JR
Jeremy D. Reeder
EAGLE STRATEGIES LLC
PACE, FL 32571
Some features on this profile are disabled
CRD#: 5744340
JR
Professional summary
Jeremy Daniel Reeder is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Pace, Florida and NYLIFE SECURITIES LLC located in Pace, Florida.
Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Jeremy has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; START DATE 02/2013] [OPERATING UNDER THE DBA NAME OF REEDER FINANCIAL GROUP, INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; PENSACOLA, FL 32504; START DATE: 06/2013] [Santa Rosa County Chamber of Commerce Board Member; Board Member, for our local Chamber of commerce.; 5247 Stewart St. Milton, FL 32570; Start Date 01/2018; Role/Title: Board Member; Not Investment Related; 4 hours per month; 3 hours per month during securities trading hours; assist in planning chamber networking functions and activities;Secretary role] [NYLARC; NYLARC is an agent owned reinsurance company, reinsuring only NYL policies; NYLARC, 51 Madison Ave. Rm 251, New York, NY 10010; Start Date 08/2018; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Santa Rosa Young Professionals Comittee; Chair person for the Santa Rosa Young Professionals with is a committee of the Santa Rosa County Chamber of Commerce.; 4315 Avalon Blvd Milton, FL 32583; Start Date 01/2021; Role/Title: Board Member; Not Investment Related; 3 hours per month; 1 hours per month during securities trading hours] [Rental Property - 157 S Spring St.; Owning a home for the purpose of renting it using a rental company; 157 S Spring St. Pensacola FL, 32502; Start Date 12/2022; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent][Rental Property; We are buying a second home and we'd like to offer it up to be rented when we aren't using it.; 1013 North K St. Pensacola, FL 32501; Start Date 02/2022; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours][Mirror Wrap Mortgage ; Entered into an agreement to sell this rental property but the buyer gave us half of the equity in the home now, will take over access and control of the property as well as the mortgage payments and rental income, until final purchase within 10 yrs; 1013 N K Street Pensacola, FL 32502; Start Date 07/2025; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][BNI Networking chapter; Vice President of local BNI Chapter; 4315 Avalon Blvd Milton, FL 32583; Start Date 11/2025; Role/Title: Officer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; Vice president, leads the weekly meeting if the president is absent. And takes weekly attendance]
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Daniel Reeder'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
April 24, 2019 - Present
EAGLE STRATEGIES LLC
Office #1: 4628 Summerdale Blvd Unit B, Pace, FL 32571RIA
CRD#: 110826
PACE, FL
Current
April 2, 2010 - Present
NYLIFE SECURITIES LLC
Office #1: 4628 Summerdale Blvd Unit B, Pace, FL 32571BD
CRD#: 5167
Pace, FL
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(6/28/2010)
RR
Arizona(4/13/2021)
RR
Arkansas(11/6/2019)
RR
California(2/22/2021)
RR
Colorado(11/16/2021)
RR
Florida(4/2/2010)
IAR
Florida(4/24/2019)
RR
Georgia(7/25/2011)
RR
Hawaii(11/9/2021)
RR
Indiana(10/22/2024)
RR
Louisiana(4/1/2019)
RR
Maryland(1/4/2021)
RR
Massachusetts(8/13/2024)
RR
Michigan(5/4/2020)
RR
Mississippi(2/5/2020)
RR
Missouri(3/28/2022)
RR
Nevada(10/26/2022)
RR
New Mexico(2/14/2022)
RR
North Carolina(10/4/2017)
RR
Ohio(8/27/2021)
RR
Oklahoma(9/23/2022)
RR
Oregon(7/24/2014)
RR
Pennsylvania(1/11/2021)
RR
South Carolina(11/18/2020)
RR
Tennessee(5/11/2022)
RR
Texas(1/8/2014)
RR
Utah(11/21/2022)
RR
Virginia(6/4/2015)
RR
Washington(7/3/2018)
RR
Wyoming(1/5/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/4/2019
General Securities Representative ExaminationGeneral 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.
