Juan J. Flores Saldana
Professional summary
Juan Jose Flores Saldana, who also goes by Juan J Flores Saldana, Juan Flores Saldana, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Fulshear, Texas and NYLIFE SECURITIES LLC located in Fulshear, Texas.
Juan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Juan has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Juan Jose Flores Saldana's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 5, 2026 - Present
EAGLE STRATEGIES LLC
July 10, 2017 - Present
NYLIFE SECURITIES LLC
February 4, 2015 - March 15, 2016
J.P. MORGAN SECURITIES LLC
Primary Firm SEC Registration
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/24/2023)
(7/10/2017)
(11/16/2023)
(10/19/2021)
(2/5/2026)
Exams
FINRA
Current Firm
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
Contact information
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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