JM
John Mcgee
EAGLE STRATEGIES LLC
GREELEY, CO 80634
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CRD#: 6218938
JM
Professional summary
John Mcgee, who also goes by John Robert Mcgee, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Greeley, Colorado and NYLIFE SECURITIES LLC located in Greeley, Colorado.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. John has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Robert Mcgee
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; INSURANCE BROKER; 4650 Royal Vista Circle, Windsor, CO 80550; Start Date 11/2018; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF HIGH POINT FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; WINDSOR, CO; START DATE: 01/2019] [Southside Land Group LLC; This business will build, own and lease a commercial building; 1887 Los Cabos Dr, Windsor CO 80550; Start Date 02/2022; Role/Title: Member; Investment Related; 40 hours per month; 0 hours per month during securities trading hours;I will be one of 9 members in this business, we will all share responsibilities of managing the real estate including but not limited to collecting rent, processing mortgage payment, maintaining the building, ensuring spaces are leased.] [Hilltop Beverage, LLC; This will be a retail liquor store business; 1887 Los Cabos Dr, Windsor CO 80550; Start Date 02/2022; Role/Title: Member; Not Investment Related; 40 hours per month; 10 hours per month during securities trading hours;I will share equal responsibility with the other 9 members to ensure the store is staffed. We will hire a GM to manage the day to day operations of the store and intend to be as passive as possible in the operations of the business] [OPERATING UNDER THE DBA NAME OF Arete Financial Group LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; WINDSOR CO; START DATE: 08/2023]
CRS (Client Relationship Summary) - RIA
Click below to view John Mcgee'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
July 1, 2015 - Present
EAGLE STRATEGIES LLC
Office #1: 2015 Clubhouse #ll03, Greeley, CO 80634RIA
CRD#: 110826
GREELEY, CO
Current
July 23, 2013 - Present
NYLIFE SECURITIES LLC
Office #1: 2015 Clubhouse Drive #ll03, Greeley, CO 80634BD
CRD#: 5167
Greeley, 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
Arkansas(7/9/2024)
RR
Colorado(7/25/2013)
IAR
Colorado(7/1/2015)
RR
Florida(5/3/2023)
RR
New Mexico(5/13/2022)
RR
Oklahoma(11/7/2025)
RR
Texas(9/10/2021)
IAR
Texas(9/23/2021)
RR
Wyoming(5/30/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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.
