Jordan Douglas Eagle

Current Employers

Employment History

• 06/2014 → 10/2023
  Crown Capital Securities, Lp
  Orange, CA
• 10/2016 → 10/2023
  Crown Capital Securities, Lp
  Orange, CA
• 06/2014 → Present
  Eagle Wealth Management Group, Inc
  Valentia, CA
• 10/2023 → Present
  Concorde Investment Services
  Ann Arbor, MI

Previous Registrations

• 2019-11-20 → 2023-10-12
  Crown Capital Securities, L.P.
  Valencia, CA

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2016-10-15

Designations