Jade
Eagles

The Wealthgarden F.S. LLC

CRD#5939276
Investment Advisor
in El Segundo, CA

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About this Advisor

Jade Eagles is a financial advisor based in El Segundo, California, working with The Wealthgarden F.S. LLC. Jade has previously held positions at Jpmorgan Chase Bank, Jp Morgan Securities LLC, Jade Eagles Catering, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Northwest Asset Management, and The Wealthgarden F.S. LLC. Jade has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Jade is part of The Wealthgarden F.S. LLC, which operates out of El Segundo, California. The firm has 2 offices and 3 employees. The firm manages assets totaling $139.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at The Wealthgarden F.S. LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1730 E. Holly Ave Suite 838
El Segundo, CA 90245

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The Wealthgarden F.S. LLC Brokerage Details

Total Assets Under Management

$139,180,936

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

464

CA Average: 3,727
Average Account Size

$299,959

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Jade Eagles Work History

2021 - Present (3 years)

The Wealthgarden F.S. LLC

2020 - 2021 (1 year)

Northwest Asset Management

2016 - 2020 (4 years)

Tiaa

2016 - 2020 (4 years)

Tiaa-Cref Individual & Institutional Services, LLC

2014 - 2016 (2 years)

Jpmorgan Chase Bank

2014 - 2016 (2 years)

Jp Morgan Securities LLC

2014 - 2015 (1 year)

Jade Eagles Catering

Disclosures

Please visit the SEC profile of Jade Eagles to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Wealthgarden F.S. LLC

Jade Eagles
El Segundo, CA
Josephti Cruz
El Segundo, CA
Wendy Turk
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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