Retaining Management

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Jade Thelin is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of OR. No insurance business may be conducted outside the specific states referenced.

Jade Thelin is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the state of OR. No offers may be made or accepted from any resident outside the specific states referenced.

Jade Thelin is also separately registered as an Investment Adviser Representative, under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of OR. As such, these services are strictly intended for individuals residing in OR.

NYLIFE Securities and Eagle Strategies are New York Life companies. Southern Ridge Wealth is not owned or operated by NYLIFE Securities LLC or its affiliates.


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NYLIFE Securities LLC, Member FINRA/SIPC.
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