Jordan
Godeaux

Eagle Strategies LLC

CRD#7327145
Investment Advisor
in Beaumont, TX

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About this Advisor

Jordan Godeaux is a financial advisor based in Beaumont, Texas, working with Eagle Strategies LLC. Jordan has previously held positions at New York Life Insurance Company, Echo Maintenance, Turn2 Specialty Companies, Southwestern Farms, Acme Truck Lines, Cardinal Moving, Landscape Specialist, Nylife Securities LLC, and Eagle Strategies LLC. Jordan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Jordan is part of Eagle Strategies LLC, which operates out of Beaumont, Texas. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion 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, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

550 Fannin St Suite 720
Beaumont, TX 77701

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

TX Average: $7,464,549,021
Total Number of Employees

2,567

TX Average: 88
Total Number of Accounts

95,287

TX Average: 3,892
Average Account Size

$213,647

TX Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jordan Godeaux Work History

2023 - Present (1 year)

Eagle Strategies LLC

2021 - Present (3 years)

New York Life Insurance Company

2021 - Present (3 years)

Nylife Securities LLC

2020 - 2020 (< 1 year)

Echo Maintenance

2020 - 2020 (< 1 year)

Turn2 Specialty Companies

2019 - 2020 (1 year)

Southwestern Farms

2017 - 2018 (1 year)

Acme Truck Lines

2016 - 2017 (1 year)

Cardinal Moving

2015 - 2016 (1 year)

Southwestern Farms

2012 - 2015 (3 years)

Landscape Specialist

Disclosures

Please visit the SEC profile of Jordan Godeaux 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 Strategies LLC

Arjun Srivastava
Scottsdale, AZ
Arvind Saxena
Fremont, CA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
David Anderson
Frisco, TX
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
Glendale, 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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