Jon T. Rucker

EAGLE STRATEGIES

DALLAS, TX 75244

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CRD#: 5920899

Professional summary

Jon Tyler Rucker is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Dallas, Texas and NYLIFE SECURITIES LLC located in Dallas, Texas.

Jon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jon has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 34, Series 3, Series 7, Series 9, Series 10 and Series 4 exams.

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, Not investment related, 5005 LBJ FWY, Dallas 75244, Insurance Brokering, Insurance Broker, 5/2026, 10 HRs, 5 HRs, Working as an agent brokering non-life New York Life Products

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Tyler Rucker's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 21, 2026 - Present

EAGLE STRATEGIES LLC

Office #1: 5005 Lyndon B Johnson Freeway Suite 335, Dallas, TX 75244

RIA

CRD#: 110826

DALLAS, TX

Current

June 12, 2026 - Present

NYLIFE SECURITIES LLC

Office #1: 5005 Lyndon B Johnson Freeway Suite 1600 & Suite 1125, Dallas, TX 75244

CRD#: 5167

DALLAS, TX

Past

May 13, 2022 - February 18, 2026

GDS WEALTH MANAGEMENT

RIA

CRD#: 315934

FLOWER MOUND, TX

Past

November 2, 2018 - April 14, 2022

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Westlake, TX

Past

July 15, 2011 - October 11, 2018

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WESTLAKE, TX

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".

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.

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

Texas
(6/26/2026)

IAR

Texas
(9/21/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

What does exam status mean?

State Security Law Exam

Series 63

Status Unavailable

Passed: 6/26/2026

Uniform Securities Agent State Law Examination

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987

RIA

Registered Investment Advisory firm - (10/14/1988 Approved)

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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

3,190

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (7/31/2026)

EAGLE STRATEGIES DISCLOSURE BROCHURE (7/31/2026)

Regulatory assets under management

Total Number of Accounts	133,900
AUM (Assets Under Management)	$ 32,040,850,438

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/27/2026	Cover Page	Report
01/24/2025	Cover Page	Report
04/25/2024	Cover Page	Report
12/20/2023	Cover Page	Report

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.

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Firm Stability Insights

Jon T. Rucker

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Tyler Rucker's CRS (Customer Relationship Summary).

Certified licenses

Experience

NYLIFE SECURITIES LLC

GDS WEALTH MANAGEMENT

CHARLES SCHWAB & CO., INC.

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

EAGLE STRATEGIES LLC

State Registrations and Notice Filings

Exams

Series 63

Passed: 6/26/2026

Series 65

Passed: 4/21/2022

Series 7TO

Passed: 6/12/2026

SIE

Passed: 5/15/2026

Series 34

Passed: 2/18/2022

Series 3

Passed: 12/31/2018

Series 7

Passed: 7/13/2011

Series 9

Passed: 1/2/2023

Series 10

Passed: 8/1/2019

Series 4

Passed: 5/24/2013

FINRA

Current Firm

EAGLE STRATEGIES LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EAGLE STRATEGIES LLC

TRUST BUT VERIFY

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