Jared Paul Audette

Employer firm

Eagle Wealth Management Group Inc. CRD 327052

$418M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 06/2011 → 10/2023
  Crown Capital Securities, Lp
  Orange, CA
• 06/2011 → Present
  Abiding Wealth Advisors
  Charlotte, NC
• 10/2023 → Present
  Eagle Wealth Management Group, Inc.
  Valencia, CA

Previous Registrations

• 2013-01-02 → 2023-11-20
  Crown Capital Securities, L.P.
  Waxhaw, NC
  Charlotte, NC

Other Businesses

START DATE 06/2011; I'M A FINANCIAL ADVISOR FOR ABIDING WEALTH ADVISORS, LLC. THIS IS THE DBA FOR WHICH I CONDUCT ALL BUSINESS RELATED TO SECURITIES, INSURANCE AND ADVISORY SERVICES. THIS IS AN INVESTMENT RELATED ACTIVITY. I DEVOTE 200 HRS/MO, 160 DURING TRADING HRS TO THIS ACTIVITY. BUSINESS ADDRESS: 10815 SIKES PL, STE 320, CHARLOTTE, NC 28277

Exams

• S66 Uniform Combined State Law Examination
  2011-03-19