Jordan D. Eagle
EAGLE WEALTH MANAGEMENT GROUP
VALENCIA, CA 91355
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CRD#: 6377787
Professional summary
Jordan Douglas Eagle, CFP® is a registered financial advisor currently at EAGLE WEALTH MANAGEMENT GROUP INC. located in Valencia, California and CONCORDE INVESTMENT SERVICES, LLC located in Valencia, California.
Jordan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Jordan has worked at 3 firms and has passed the Series 66, SIE and Series 7 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.
1) Eagle Retirement Plans, Investment related, 28212 Kelly Johnson Parkway # 175, Valencia CA 91355. admin assistance, financial planning, servicing clients, Advisor, admin assistance, financial planning, servicing clients, Start date 06/01/14. 1-5 hours/month during non trading hours, 21-40 hours/month during trading hours. 2) Eagle Wealth Insurance Agency, Investment realted, 28212 Kelly Johnson Parkway #175, Valencia CA 91355. Insurance Services, Advisor/Insurance Agent, selling insurance products. Start date 08/01/2023, 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours. 3) Eagle Wealth Management Group. Investment related. Valencia, CA. Registered Investment Advisory Firm. Position: Investment Adviser Representative. Start date: Oct 2023. Full time during trading hours. 4) Eagle 1031 Exchange LLC. Investment related. Valencia, CA. Overseeing 1031 exchange processes. Position: Advisor. Start date: June 1, 2024. 1-5 hours during non-trading hours. 6-10 hours expected during trading hours. 5) Adult Financial Education Services. Non-investment related. Public speaking business, speaker at seminars on various financial topics. Start date: April 25th, 2025. 1-5 hours/month during non-business hours, 1-5 hours/month during business hours. 6) Eagle Private Wealth LLC. Non-investment related. Castiac, CA. S Corp. Pass-through entity. Start date: August 1st, 2025. 1-5 hours/month during non-business hours, 1-5 hours/month during business hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jordan Douglas Eagle's 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®
CFP®
Start date: 2022
Experience
Current
October 27, 2023 - Present
EAGLE WEALTH MANAGEMENT GROUP INC.
Office #1: 28212 Kelly Johnson Parkway Suite 175, Valencia, CA 91355RIA
CRD#: 327052
VALENCIA, CA
Current
October 12, 2023 - Present
CONCORDE INVESTMENT SERVICES, LLC
Office #1: 28212 Kelly Johnson Parkway Suite 175, Valencia, CA 91355BD
CRD#: 151604
Valencia, CA
Past
November 20, 2019 - October 12, 2023
CROWN CAPITAL SECURITIES, L.P.
RIA
CRD#: 6312
VALENCIA, CA
Past
January 17, 2017 - October 12, 2023
CROWN CAPITAL SECURITIES, L.P.
BD
CRD#: 6312
VALENCIA, CA
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".
EW
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(10/12/2023)
IAR
California(10/27/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
EW
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)Upgrade to AdvisorCheck Premium
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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
12
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 456 |
| AUM (Assets Under Management) | $ 364,262,169 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EAGLE WEALTH MANAGEMENT GROUP INC.
CRD#: 327052Valencia, CA 91355TRUST BUT VERIFY
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