Jordan
Eagle
Eagle Wealth Management Group Inc
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About this Advisor
Jordan Eagle is a financial advisor based in Valencia, California, working with Eagle Wealth Management Group Inc. Jordan has previously held positions at Crown Capital Securities, Lp, Tpc Valencia, Eagle Wealth Management Group, Inc, and Concorde Investment Services. Jordan has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Jordan is part of Eagle Wealth Management Group Inc, which operates out of Valencia, California. The firm has 3 offices and 12 employees. The firm manages assets totaling $310.7 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, portfolio management for institutional clients, and educational seminars. The fee structure at Eagle Wealth Management Group Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eagle Wealth Management Group Inc Brokerage Details
$310,676,152
12
432
$719,158
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Jordan Eagle Work History
Concorde Investment Services
Eagle Wealth Management Group, Inc
Crown Capital Securities, Lp
Crown Capital Securities, Lp
Tpc Valencia
Disclosures
Please visit the SEC profile of Jordan Eagle 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 Eagle Wealth Management Group Inc
Valencia, CA
Valencia, CA
Valencia, CA
Valencia, 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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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.
