Joann Eagle is a control person of Eagle Wealth Management Group and directly owns under 5% of it.
Eagle Wealth Management Group is an investment adviser based in Valencia, CA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $418 million, as filed on 22 April 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 5750218
- Firm
- Eagle Wealth Management Group · CRD 327052
- Role
- Chief Compliance Officer
- In role since
- March 2023 · 3 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Valencia, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Joann Eagle work?
Joann Eagle has been Chief Compliance Officer of Eagle Wealth Management Group Inc. since March 2023, and is a control person of the firm.
How can I verify Joann Eagle’s record?
Joann Eagle’s role is listed on Eagle Wealth Management Group Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 327052.