JC
Jennifer G. Cheung
EAGLE STRATEGIES LLC
SAN MATEO, CA 94404
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CRD#: 6103414
JC
Professional summary
Jennifer Gee Cheung, who also goes by Jennifer Zee Gee, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in San Mateo, California and NYLIFE SECURITIES LLC located in San Mateo, California.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Jennifer has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer Zee Gee
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.
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED-Provide Health insurance through CoveredCA, Kaiser, Blue Cross, Blue Shield, CCHP, etc.; 2121 S. El Camino Real, Suite 1200 San Mateo, CA 94403; Start Date 10/2017; Role/Title: Insurance Broker; Investment Related; 25 hours per month; 10 hours per month during securities trading hours] [Asian Real Estate Association of the East Bay; Host educational seminars and mixers to provide valuable resources to real estate professionals; 925 Jackson St. Oakland, CA 94607; Start Date 01/2018; Role/Title: Board Member; Investment Related; 4 hours per month; 2 hours per month during securities trading hours; Assist in planning of events with other board members and document board meeting minutes] [Wa Sung Community Service Club; community service organization; PO Box 1561 Oakland, CA 94606; Start Date 06/2018; Role/Title: Officer; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; help with planning of community events.] [Asian Advisory Committee on Crime; Nonprofit Community Service Club that partners with the Oakland Police Department to promote safety in Oakland Chinatown.; 360 A 8TH ST OAKLAND, CA 94607-4241; Start Date 01/2020; Role/Title: Officer; Not Investment Related; 3 hours per month; 1 hours per month during securities trading hours; I am the Secretary. I am responsible for taking notes during meetings and sending out monthly emails to community members.] [OPERATING UNDER THE DBA NAME OF RUBY LEGACY FINANCIAL AND INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; OAKLAND, CA; START DATE: 01/2021] [Asian Youth Services Committee; Volunteer organization that is lead by youth to provide community service.; 455 7th st Oakland, ca 94607; Start Date 02/2020; Role/Title: Volunteer; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours;adviser for the youth to guide them in running the community service club.]
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Gee Cheung'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 30, 2019 - Present
EAGLE STRATEGIES LLC
Office #1: 951 Mariner's Island Suite 600, San Mateo, CA 94404RIA
CRD#: 110826
SAN MATEO, CA
Current
September 6, 2013 - Present
NYLIFE SECURITIES LLC
Office #1: 951 Mariner's Island Suite 600, San Mateo, CA 94404BD
CRD#: 5167
SAN MATEO, CA
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(12/10/2024)
RR
California(12/23/2013)
IAR
California(10/30/2019)
RR
Ohio(12/11/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/31/2019
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.
