JR
Jane E. Radabaugh
EAGLE STRATEGIES LLC
Findlay, OH 45840
Some features on this profile are disabled
CRD#: 5918235
JR
Professional summary
Jane Ellen Radabaugh, who also goes by Jane E Fredritz, Jane E Shoemaker, Jane Ellen Shoemaker, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Findlay, Ohio and NYLIFE SECURITIES LLC located in Findlay, Ohio.
Jane is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Jane has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jane E Fredritz | Jane E Shoemaker | Jane Ellen Shoemaker
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.
[NRA Certified Instructor; Offers training classes to instruct students in rules for safe gun handling and shooting fundamentals; 8238 County Road 86, Findlay, OH 45840; Start Date 04/2013; Role/Title: Educator/Instructor; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours] [HANCOCK COUNTY CONSERVATION LEAGUE; FIREARM AND SHOOTING CLUB AFFILIATED WITH THE NATIONAL RIFLE ASSOCIATION.; 13748 JACKSON TWP. RD. 168, FINDLAY, OH 45840; START DATE 06/2015; ROLE/TITLE: SECRETARY; NOT INVESTMENT RELATED; 4 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF MOYER FINANCIAL SERVICES FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE; FINDLAY, OH; start date 05/2014] [Notary Public, State of Ohio; A Notary Public is a public officer appointed under authority of state law with power to administer oaths, certify affidavits, take acknowledgments, take depositions or perpetuate testimony and record notarial protests.; 8238 CR 86, Findlay, OH 45840; Start Date 01/2017; Role/Title: Notary Public; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF BAKER FINANCIAL SERVICES, LLC D.B.A. BAKER MOYER FINANCIAL GROUP FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE; FINDLAY, OH; START DATE: 02/2021]
CRS (Client Relationship Summary) - RIA
Click below to view Jane Ellen Radabaugh'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 7, 2016 - Present
EAGLE STRATEGIES LLC
Office #1: 521 S Main Street Suite 200, Findlay, OH 45840RIA
CRD#: 110826
Findlay, OH
Current
September 8, 2014 - Present
NYLIFE SECURITIES LLC
Office #1: 521 S. Main Street Suite 200, Findlay, OH 45840BD
CRD#: 5167
Findlay, OH
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
Arkansas(2/3/2021)
RR
California(2/3/2021)
RR
Colorado(9/30/2021)
RR
Florida(2/26/2019)
RR
Georgia(2/26/2019)
RR
Illinois(2/26/2019)
RR
Indiana(2/3/2021)
RR
Iowa(5/24/2021)
RR
Kentucky(10/9/2018)
RR
Michigan(6/23/2017)
RR
Mississippi(8/31/2022)
IAR
Ohio(4/7/2016)
RR
Ohio(3/12/2018)
RR
Pennsylvania(2/18/2021)
RR
South Carolina(2/26/2019)
RR
Tennessee(2/26/2019)
RR
Texas(2/3/2021)
RR
Washington(2/3/2021)
Exams
State Security Law 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
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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.
