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Jordan Douglas Eagle

Jordan D. Eagle

EAGLE WEALTH MANAGEMENT GROUP
VALENCIA, CA 91355
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CRD#: 6377787
Jordan Douglas Eagle

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.

top-8-questions

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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jordan Douglas Eagle'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®
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 91355
RIA
CRD#: 327052
VALENCIA, CA
Current

October 12, 2023 - Present

CONCORDE INVESTMENT SERVICES, LLC

Office #1: 28212 Kelly Johnson Parkway Suite 175, Valencia, CA 91355
BD
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
RR
IAR
Series 66
Date: 10/15/2016
Uniform Combined State Law Examination
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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts456
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.

Company Information


EAGLE WEALTH MANAGEMENT GROUP INC.

CRD#: 327052Valencia, CA 91355

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