Eagle Wealth Management Group Inc.

Jordan Eagle is a CFP® professional with nine years of industry experience, currently serving at Eagle Wealth Management Group Inc. in Valencia, CA. He has held roles at Concorde Investment Services and Crown Capital Securities, LP, among others. Outside of his advisory duties, he is involved in public speaking through Adult Financial Education Services, delivering seminars on various financial topics. Eagle Wealth Management Group provides financial planning and asset management to individual and institutional clients, including high-net-worth individuals and public-sector retirement plans. The firm offers discretionary portfolio management and customized ERISA advisory services while supporting employer-sponsored retirement plans with group education and enrollment assistance.

Jared Audette is a financial advisor at Eagle Wealth Management Group Inc. in Charlotte, NC, with 15 years of industry experience. He holds a Series 66 designation and has worked at Abiding Wealth Advisors and Crown Capital Securities, LP. Eagle Wealth Management Group provides financial planning and asset management to individual and institutional clients, including high-net-worth individuals and public-sector retirement plans, offering both discretionary portfolio management and customized advisory services.

Randall Newton is a financial advisor at Eagle Wealth Management Group Inc. with 19 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked with firms including Abiding Wealth Advisors, Crown Capital Securities, and Service Express. In addition to his advisory work, he owns and operates Newton CPA, PLLC, where he prepares corporate and individual income tax returns, and serves as owner and CFO of Lodestar Tax and Accounting, focusing on tax preparation, bookkeeping, and business consulting. Eagle Wealth Management Group provides financial planning and asset management services to individual and institutional clients, including high-net-worth individuals, retirement plans, corporations, and non-profits. The firm offers discretionary portfolio management, customized ERISA retirement plan advisory services, and business planning, with a focus on public-sector retirement arrangements and private placement opportunities for accredited investors.

Douglas Eagle is a financial advisor with Eagle Wealth Management Group Inc. in Valencia, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Concorde Investment Services and Crown Capital Securities, LP. Outside of advisory work, he serves as Treasurer of the Hasley Estates HOA Board and instructs adult financial education classes on Social Security Benefits and Living Trusts. Eagle Wealth Management Group provides financial planning and asset management services to individual and institutional clients, including high-net-worth individuals and public-sector retirement plans. The firm offers discretionary portfolio management, financial planning, and customized ERISA advisory services, with a focus on both individual clients and employer-sponsored retirement plans.

Shane Snively is a financial advisor with Eagle Wealth Management Group Inc. in Charlotte, NC, holding a Series 66 designation and bringing 25 years of industry experience. His career includes roles at Crown Capital Securities, L.P. and Concorde Investment Services. Outside of his advisory work, he is involved in entrepreneurial ventures including content creation and sports media through KAZSource Inc., and serves on the Board of Advisors at Gardner-Webb University Pace, focusing on professional development programs. Eagle Wealth Management Group provides financial planning and asset management services to individual and institutional clients, including high-net-worth individuals, corporations, and non-profit entities. The firm offers discretionary portfolio management and customized retirement plan advisory services, with a focus on public-sector retirement arrangements and group investment education.