Job Alexander Eagleson

Employer firm

Golden State Wealth Management, LLC CRD 167995

$2.22B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1998 → 11/2016
  American Express Financial Advisors Inc.
  L.A., CA
• 11/2016 → Present
  Lpl Financial, Llc
  Los Angeles, CA
• 12/2024 → Present
  Golden State Wealth Management
  Santa Monica, CA

Previous Registrations

• 1999-05-11 → 2016-11-22
  Ameriprise Financial Services, Llc
  Honolulu, HI
  Los Angeles, CA
  Los Angeles, CA
  Honolulu, HI
  Los Angeles, CA
  Honolulu, HI

Other Businesses

1. 11/21/2016 - THE ARTFUL EDITOR/ FAMILY BUSINESS/ 1%/ SANTA MONICA, CA 2. 11/21/2016 - CHAMPLAIN WEALTH ADVISORS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ LOS ANGELES, CA 3. 11/21/2016 - RENTAL/ REAL ESTATE RENTAL/ 0%/ 3033 ALA NAPUAA PL APT 404 HONOLULU, HI 96818 4. 12/2024 - CHAMPLAIN WEALTH ADVISORS/ DBA FOR Golden State Wealth Management/ LOS ANGELES, CA

Exams

• S66 Uniform Combined State Law Examination
  1998-11-09

Other Names

• Job Alexander Eagleson