Jade Eagles (CRD# 5939276) is an Investment Advisor Representative working at The Wealthgarden F.s. LLC in El Segundo, CA and has over 12 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Wealthgarden F.s. LLC | El Segundo, CA | Jan 2021 - Current | 3 |
| Northwest Asset Management | Mercer Island, WA | Nov 2020 - Mar 2021 | < 1 |
| Tiaa | Los Angeles, CA | Sep 2016 - Nov 2020 | 4 |
| Tiaa-cref Individual & Institutional Services, LLC | Los Angeles, CA | Sep 2016 - Nov 2020 | 4 |
| Jpmorgan Chase Bank | Irvine, CA | May 2014 - Sep 2016 | 2 |
| Jp Morgan Securities LLC | Irvine, CA | May 2014 - Sep 2016 | 2 |
| Jade Eagles Catering | Trabuco Canyon, CA | Dec 2014 - Nov 2015 | < 1 |
| Oneamerica Securities | Newport Beach, CA | Nov 2012 - May 2014 | 1 |
| Cambridge Financial Partners | Newport Beach, CA | Nov 2012 - May 2014 | 1 |
| American United Life | Newport Beach, CA | Oct 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management139MILLIONS
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Total Number of Accounts464ACCOUNTS
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Average Account Value$299,959
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA, TX
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