Jeffrey
Eastin
Mwa Financial Services Inc
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About this Advisor
Jeffrey Eastin is a certified financial planner based in Huntsville, Alabama with 16 years of industry experience. Eastin is an advisor for Mwa Financial Services Inc. Over the course of their career, Eastin has held roles at Mwa Financial Services, Inc, Modern Woodmen Of America, Insurance Career Training and Tutor.Com. Eastin holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Alabama. Mwa Financial Services Inc is an advisory company that has its headquarters in Rock Island, IL. It has offices in 61 locations and a total of 689 people on staff. It administers $136 million in total assets across its 987 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm provides financial advice to four charities and foundations. Of its 987 client accounts, just 2% are held by high-net-worth clients who have more than $1 million in assets available to invest. Mwa Financial Services Inc offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management usually are based on which services are provided. However, fee types charged by Mwa Financial Services Inc can consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mwa Financial Services Inc Brokerage Details
$135,611,907
689
987
$137,398
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jeffrey Eastin Work History
Jeffrey has been registered as a financial advisor for 16 years.*
Mwa Financial Services, Inc
Modern Woodmen Of America
Tutor.Com
Insurance Career Training
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Eastin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
