Jared P. Audette

EAGLE WEALTH MANAGEMENT GROUP

Charlotte, NC 28277

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CRD#: 5834052

Professional summary

Jared Paul Audette is a registered financial advisor currently at EAGLE WEALTH MANAGEMENT GROUP INC. located in Charlotte, North Carolina.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jared has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

START DATE 06/2011; I'M A FINANCIAL ADVISOR FOR ABIDING WEALTH ADVISORS, LLC. THIS IS THE DBA FOR WHICH I CONDUCT ALL BUSINESS RELATED TO SECURITIES, INSURANCE AND ADVISORY SERVICES. THIS IS AN INVESTMENT RELATED ACTIVITY. I DEVOTE 200 HRS/MO, 160 DURING TRADING HRS TO THIS ACTIVITY. BUSINESS ADDRESS: 10815 SIKES PL, STE 320, CHARLOTTE, NC 28277

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Paul Audette's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 30, 2023 - Present

EAGLE WEALTH MANAGEMENT GROUP INC.

Office #1: 10815 Sikes Place Suite #320, Charlotte, NC 28277

RIA

CRD#: 327052

Charlotte, NC

Past

January 2, 2013 - November 20, 2023

CROWN CAPITAL SECURITIES, L.P.

RIA

CRD#: 6312

CHARLOTTE, NC

Past

June 6, 2011 - November 20, 2023

CROWN CAPITAL SECURITIES, L.P.

CRD#: 6312

CHARLOTTE, NC

Past

September 1, 2010 - June 8, 2011

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

MYRTLE BEACH, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EAGLE WEALTH MANAGEMENT GROUP INC.

EAGLE RETIREMENT PLANS | EAGLE WEALTH MANAGEMENT GROUP INC.

CRD#: 327052 / SEC#: 801-128270

RIA

Registered Investment Advisory firm - (7/14/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(10/30/2023)

IAR

South Carolina
(2/13/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/19/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/22/2010

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/20/2014

General Securities Principal Examination

Current Firm

EAGLE WEALTH MANAGEMENT GROUP INC.

EAGLE RETIREMENT PLANS | EAGLE WEALTH MANAGEMENT GROUP INC.

CRD#: 327052 / SEC#: 801-128270

RIA

Registered Investment Advisory firm - (7/14/2023 Approved)

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Contact information

Main Address

28212 Kelly Johnson Parkway Suite 175, Valencia, CA 91355

Mailing Address

Phone number

(661) 257-9800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

20230509 FORM ADV PART 2A - EAGLE WEALTH (3/26/2025)

Regulatory assets under management

Total Number of Accounts	456
AUM (Assets Under Management)	$ 364,262,169

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jared P. Audette

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Paul Audette's CRS (Customer Relationship Summary).

Certified licenses

Experience

CROWN CAPITAL SECURITIES, L.P.

CROWN CAPITAL SECURITIES, L.P.

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

EAGLE WEALTH MANAGEMENT GROUP INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/19/2011

SIE

Date: 10/1/2018

Series 7

Date: 8/22/2010

Series 24

Date: 2/20/2014

Current Firm

EAGLE WEALTH MANAGEMENT GROUP INC.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EAGLE WEALTH MANAGEMENT GROUP INC.

TRUST BUT VERIFY

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