Jason N. Radke
EAGLE STRATEGIES LLC
EATON, CO 80615
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CRD#: 6170702
Professional summary
Jason Neal Radke, CFP® is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Eaton, Colorado and NYLIFE SECURITIES LLC located in Eaton, Colorado.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Jason has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7 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 carriers for the purpose of brokering non-registered insurance products.; 3003 E. Harmony Rd Suite 110 Fort Collins, CO 80528; Start Date 08/2016; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF FOCUS FINANCIAL STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE;FORT COLLINS, CO; START DATE: 08/2016] [Town of Eaton Planning Commision; Review proposed or existing changes to the Town of Eaton where I live regarding planning and zoning and make recommendations to the Town Board of Trustees if this is something that the town should pursue.; 223 1st St. Eaton, CO 80615; Start Date 09/2022; Role/Title: Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Review proposals to the Planning and Zoning Commission. Attend Planning Commission meeting monthly and report to the Board of Trustees for the Town of Eaton]
CRS (Client Relationship Summary) - RIA
Click below to view Jason Neal Radke'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®
CFP®
Start date: 2016
Experience
Current
August 26, 2015 - Present
EAGLE STRATEGIES LLC
Office #1: 360 Oak Ave Suite 120, Eaton, CO 80615RIA
CRD#: 110826
EATON, CO
Current
May 17, 2013 - Present
NYLIFE SECURITIES LLC
Office #1: 360 Oak Avenue Suite 120, Eaton, CO 80615BD
CRD#: 5167
Eaton, CO
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(2/27/2025)
RR
Arizona(7/25/2016)
RR
California(8/13/2020)
RR
Colorado(5/22/2013)
IAR
Colorado(8/26/2015)
RR
Florida(3/31/2020)
RR
Georgia(6/23/2025)
RR
Hawaii(6/5/2018)
RR
Iowa(8/19/2019)
RR
Kansas(8/8/2019)
RR
Michigan(7/13/2022)
RR
Montana(7/11/2018)
RR
Nebraska(1/13/2014)
RR
Nevada(6/11/2025)
RR
New Mexico(3/7/2017)
RR
North Carolina(9/7/2021)
RR
Oregon(6/17/2021)
RR
Tennessee(6/17/2021)
RR
Texas(10/1/2018)
IAR
Texas(10/10/2018)
RR
Washington(4/12/2016)
RR
Wyoming(10/5/2015)
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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
