Jordan Eagle 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.
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.
Jordan Eagle’s longest registration was 3 years at Crown Capital Securities, L.P. (2019–2023). Before joining Eagle Wealth Management Group in 2023, Jordan Eagle was registered through Crown Capital Securities, L.P.
- – present · 2 yearsValencia, CA · Adviser representative · Firm CRD 327052
- Crown Capital Securities, L.P.– · 3 yearsValencia, CA · Adviser representative · Firm CRD 6312
Investment adviser representative registrations
Jordan Eagle is registered as an investment adviser representative in California, since October 2023.
- CaliforniaSince 27 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 17 January 2017 |
| Series 66 | Uniform Combined State Law Examination | 15 October 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Jordan Douglas Eagle
- CRD
- 6377787
- Firm
- Eagle Wealth Management Group · CRD 327052
- Office
- 28212 KELLY JOHNSON PARKWAY, SUITE 175, Valencia, CA 91355
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2017
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jordan Eagle work?
Jordan Eagle 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 Jordan Eagle a financial advisor?
Yes. Jordan Eagle has a current investment-adviser registration in California, through Eagle Wealth Management Group since October 2023.
How many years of experience does Jordan Eagle have?
Jordan Eagle has 9 years in the financial industry, since January 2017, across 2 adviser firms.
What exams has Jordan Eagle passed?
Jordan Eagle has passed 2 licensing exams: the Series 66 and Series 7. The earliest, the Series 66, was passed in October 2016. FINRA credited Jordan Eagle with the SIE, which began in October 2018.
Where did Jordan Eagle work before Eagle Wealth Management Group?
Before Eagle Wealth Management Group, Jordan Eagle was registered through Crown Capital Securities, L.P., November 2019 to October 2023.
Where is Jordan Eagle based?
Jordan Eagle’s registered office is in Valencia, CA.
Is Jordan Eagle registered with FINRA?
Yes. Jordan Eagle has a current broker registration, under CRD 6377787.
Source: FINRA BrokerCheck
How can I verify Jordan Eagle’s record?
Search CRD 6377787 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jordan Eagle’s full registration record.