Jason M Apolenis
Investment adviser representative at Eagle Strategies LLC
22 yearsExperience
3 statesRegistered in
$32BFirm assets
37 yearsFirm in business
Are you Jason M Apolenis? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Avenue WealthMar 2007 to now
- Eagle Strategies LLCFeb 2004 to now
- New York Life Insurance CompanyJul 1998 to now
- Nylife Securities LLC.Jul 1998 to now
- Mahoney & AssociatesMay 2015 to Mar 2020
- Mahoney Financial Organization, LLCNov 2010 to Nov 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 3 states (MD, TX, VA).
Eagle Strategies LLC
$32BAssets managed
133,900Clients
2,495Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3094086
- Firm CRD
- 110826