Shawn Sung hyun Jeong
Investment adviser representative at Eagle Strategies LLC
15 yearsExperience
1 stateRegistered in
$32BFirm assets
37 yearsFirm in business
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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
15 years in the industry.
- Eagle Strategies LLCJun 2024 to now
- Nylife Securities LLCMay 2024 to now
- New York Life Insurance CoApr 2024 to now
- Seoul Hospitability GroupAug 2023 to Feb 2024
- Ckr Enterprise IncJun 2022 to Jul 2023
- Liger Insurance SolutionsDec 2020 to Jun 2022
- Eagle Strategies LLCJan 2019 to Jun 2022
- Nylife Securities LLCFeb 2017 to Jun 2022
- New York Life Insurance CompanySep 2016 to Jun 2022
- Mgm Studios, Inc.Oct 2015 to Dec 2016
- Seven ProductionJun 2011 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6712462
- Firm CRD
- 110826