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8020 SW Pfaffle Street Suite 100
Portland, OR 97223

Call: (503) 293-3774

For more information about NYLIFE Securities LLC and its investment professionals.

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Legacy Wealth Partners, Inc
  • Who We Are
  • How We Help
  • What To Expect
  • Client Login
  • Get In Touch
Disclosure

Nathan Engstrom, Jade Thelin, and Jared Tevis are agents of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Nathan Engstrom (CA Insurance License #0D37416).
Jade Thelin (CA Insurance License #0H98996).
Jared Tevis (CA Insurance License #0L77983).

The following individuals are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company:
Nathan Engstrom, 8020 Sw Pfaffle St Ste 100, Portland, OR 97223, 503-293-3774.
Jade Thelin, 8020 Sw Pfaffle St Ste 100, Portland, OR 97223, 503-380-3426.
Jared Tevis, 8020 Sw Pfaffle St Ste 100, Portland, OR 97223, 503-992-6808.

Nathan Engstrom, Jade Thelin, and Jared Tevis are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

Nathan Engstrom is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

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