Jared Audette has been an investment adviser representative at Eagle Wealth Management Group since October 2023, and is not listed among the firm’s executive officers or direct owners. Jared Audette holds a BA in Communication from Coastal Carolina University.
Eagle Wealth Management Group Inc. is a Valencia, CA firm with $418M under management, 480 clients and 5 advisers across 3 offices, as of its April 2026 filing.
Jared Audette is a Wealth Manager and Investment Advisor Representative of Abiding Wealth Advisors, based in Charlotte, North Carolina. Audette works as a financial planner with individual clients in Charlotte, Atlanta and other locations. His career in financial services began in March of 2008, and he joined Abiding Wealth Advisors and moved to Charlotte in June of 2011.
Jared Audette’s longest registration was 10 years at Crown Capital Securities, L.P. (2013–2023). Before joining Eagle Wealth Management Group in 2023, Jared Audette was registered through Crown Capital Securities, L.P.
- – present · 2 yearsCharlotte, NC · Adviser representative · Firm CRD 327052
- Crown Capital Securities, L.P.– · 10 yearsCharlotte, NC · Adviser representative · Firm CRD 6312
Investment adviser representative registrations
Jared Audette is registered as an investment adviser representative in 2 states. The first approvals date from October 2023; the most recent is South Carolina, in February 2025.
- North CarolinaSince 30 October 2023
- South CarolinaSince 13 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 20 February 2014 |
| Series 66 | Uniform Combined State Law Examination | 19 March 2011 |
| Series 7 | General Securities Representative Examination | 22 August 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jared Paul Audette
- CRD
- 5834052
- Firm
- Eagle Wealth Management Group · CRD 327052
- Office
- 10815 Sikes Place, Suite #320, Charlotte, NC 28277
- Registration
- Investment adviser registration
- In the industry since
- August 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- abidingwealthadvisors.com
Where does Jared Audette work?
Jared Audette is an investment adviser representative registered through Eagle Wealth Management Group Inc. since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jared Audette a financial advisor?
Yes. Jared Audette has a current investment-adviser registration in North Carolina and South Carolina, through Eagle Wealth Management Group since October 2023.
How many years of experience does Jared Audette have?
Jared Audette has 16 years in the financial industry, since August 2010, across 2 adviser firms.
What exams has Jared Audette passed?
Jared Audette has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in August 2010. FINRA credited Jared Audette with the SIE, which began in October 2018.
Where is Jared Audette based?
Jared Audette’s registered office is in Charlotte, NC.
Is Jared Audette registered with FINRA?
No. Jared Audette has no current broker registration.
How can I verify Jared Audette’s record?
Search CRD 5834052 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jared Audette’s full registration record.