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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

Jacqueline Nicole Wilson

Advisor at EAGLE STRATEGIES LLC

New York, NY

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Search this name across graphsid dfx:ria:8619b338-bb91-b828-82ba-29739cce64bc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Apr 29, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EAGLE STRATEGIES LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 27, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Apr 27, 2015
First registration: Apr 29, 2015
Dual registered: yes, broker-dealer
Other names: Jacqueline Nicole Pollack|Jacqueline Pollack
IAPD individual key: 6343240

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EAGLE STRATEGIES LLC	Bd affiliated wealth	Jul 27, 2022	n/a	yes	New York, NY	Current employment
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Apr 5, 2022	Jun 10, 2022	no	NEW YORK, NY	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Dec 3, 2018	Apr 5, 2022	no	NEW YORK, NY	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Dec 3, 2015	Oct 15, 2018	no	PARAMUS, NJ	Previous registration
OSAIC FA, INC.	Former SEC adviser	Apr 29, 2015	Nov 27, 2015	no	PARAMUS, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CITIGROUP GLOBAL MARKETS INC.	EAGLE STRATEGIES LLC	Jun 10, 2022	Jul 27, 2022	47	Firm change	Ibd to ibd
EAGLE STRATEGIES LLC	CITIGROUP GLOBAL MARKETS INC.	Apr 5, 2022	Apr 5, 2022	0	Firm change	Ibd to ibd
LPL FINANCIAL LLC	EAGLE STRATEGIES LLC	Oct 15, 2018	Dec 3, 2018	49	Firm change	RIA to ibd
OSAIC FA, INC.	LPL FINANCIAL LLC	Nov 27, 2015	Dec 3, 2015	6	Firm change	Other

Relationships

Registered with (4)

→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Dec 3, 2018 to Apr 5, 2022factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Apr 5, 2022 to Jun 10, 2022factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Dec 3, 2015 to Oct 15, 2018factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Apr 29, 2015 to Nov 27, 2015factForm ADV

Dated events

Occurred
Jun 10, 2022
Advisor changed firm
Jacqueline Nicole Wilson left Citigroup Global Markets Inc. for Eagle Strategies Llc (registered 2022-07-27)
Form ADVobserved 6 days ago
Occurred
Apr 5, 2022
Advisor changed firm
Jacqueline Nicole Wilson left Eagle Strategies Llc for Citigroup Global Markets Inc. (registered 2022-04-05)
Form ADVobserved 6 days ago