JB
Jacob D. Boom
EAGLE STRATEGIES LLC
SIOUX FALLS, SD 57108-2210
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CRD#: 6249640
JB
Professional summary
Jacob David Boom is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Sioux Falls, South Dakota and NYLIFE SECURITIES LLC located in Sioux Falls, South Dakota.
Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Jacob has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE 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.
[BOOM LEATHERWORK; 25098 450TH AVE MONTROSE, SD 57048; OWNER; MAKE CUSTOM LEATHER GOODS LIKE WALLETS; EMPLOYED 5/2009 TO CURRENT; WORK 10 HOURS PER MONTH IN THE EVENINGS; THIS IS A HOBBY] [GEORGE BOOM FUNERAL HOME; HELPING WORK FUNERALS, AND USHER FUNERALS TO AND FROM CEMETERY'S. THIS IS A FAMILY BUSINESS AND I ONLY HELP ON RARE OCCASIONS. MAX 4 HOURS A MONTH AND ONLY WORK ON WEEKENDS.; 3408 E 10TH ST SIOUX FALLS SD; START DATE 05/2014; ROLE/TITLE: EMPLOYEE; NOT INVESTMENT RELATED; 4 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Boom Farming; I do custom work for Farming as well as Sole Proprietor ; 45051 256th street montrose sd 57048; Start Date 07/2014; Role/Title: Owner; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours] [BOOM ANGUS; I OWN CATTLE THAT I SELL THE CALVES OFF OF IN THE FALL; 25098 450TH AVE MONTROSE SD 57048; START DATE 09/2014; ROLE/TITLE: OWNER; NOT INVESTMENT RELATED; 2 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Rental Property; Rent out my Farm Grouned; 45051 256th street Montrose SD 57048; Start Date 11/2021; Role/Title: Owner; Not Investment Related; 0.1 hours per month; 0.1 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 121 N Main Salem, SD 57058; Start Date 03/2018; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Cryptocurrency Investment; Coinlion - Crypto Currency; Sioux Falls SD; Start Date 03/2018; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF BOOM FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (SIOUX FALLS, SD); START DATE: 05/2023]
CRS (Client Relationship Summary) - RIA
Click below to view Jacob David Boom'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 29, 2022 - Present
EAGLE STRATEGIES LLC
Office #1: 5101 S. Nevada Avenue Suite 200, Sioux Falls, SD 57108-2210RIA
CRD#: 110826
SIOUX FALLS, SD
Current
January 20, 2014 - Present
NYLIFE SECURITIES LLC
Office #1: 6101 E. Silver Maple Circle, Sioux Falls, SD 57110BD
CRD#: 5167
SIOUX FALLS, SD
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
Iowa(5/11/2015)
RR
Minnesota(6/12/2015)
RR
North Dakota(10/28/2025)
RR
South Dakota(2/24/2014)
IAR
South Dakota(7/29/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/25/2022
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Sioux Falls, SD 57108-2210TRUST BUT VERIFY
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