James Allen Eaton

Employer firm

Fbl Wealth Management, LLC CRD 291396

$9.24M regulatory AUM 8,258 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 01/2006 → Present
  Fbl Marketing Services
  West Des Moines, IA
• 01/2006 → Present
  Farm Bureau
  West Des Moines, IA

Previous Registrations

• 2009-09-24 → 2018-08-10
  Equitrust Investment Management Services, Inc.
  West Des Moines, IA

Other Businesses

1. FBL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES IA 50266; INVESTMENT ADVISORY AND FINANCIAL PLANNING; INVESTMENT ADVISER REPRESENTATIVE; DATE OF FBLIMS RELEASE LETTER, UNTIL FURTHER NOTICE; Varied HOURS PER MONTH; Varied HOURS DEVOTED PER MONTH DURING TRADING HOURS; PROVIDE INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES TO CUSTOMERS; FEE BASED, HOURLY RATE. 2. FARM BUREAU LIFE; FARM BUREAU PROPERTY AND CASUALTY AND THEIR AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES, IA; INSURANCE Agent SINCE 4/1/2006; FULL-TIME SELLING INSURANCE; Both Life and P/C companies have a relationship with the state Farm Bureau organization in each state where they do business. 3. JACE PROPERTY MANAGEMENT, LLC; INVESTMENT RELATED; RENTAL HOMES; OWNER; STARTING 8/1/2018; 5 HR/MO; 0 HR/MO DURING SECURITIES TRADING HOURS; PROPERTY OWNER. 4. WFM, LLC; Not Investment Related; 17091 S Schweiger Dr, Olathe, KS, 66062, United States; Rental Property; Owner; Start 4/1/2023; 1 hours per month; 0 hours per month during trading hours; No Compensation Compensation; invested in rental properties. Do not manage or have any obligations, strictly cash investment.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-09-22
• S63 Uniform Securities Agent State Law Examination
  2006-02-23

Other Names

• Jamie Allen Eaton