The Wealthgarden F.S. LLC

Jade Eagles is a financial advisor with The WealthGarden F.S. LLC, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. His prior roles include positions at JP Morgan Securities, TIAA, Northwest Asset Management, and Financially Ever After LLC, where he co-hosts a podcast and video series focused on divorce financial planning. He is also the owner of Eagles Eats, an LLC established for income and expense management. The WealthGarden F.S. LLC provides investment management, financial planning, consulting, and estate-planning coordination to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers customized portfolios using fundamental analysis, modern portfolio theory, and cyclical analysis, with options for third-party money managers and integrated reporting.

Justin Ragatz is a financial advisor with The Wealthgarden F.S. LLC in San Diego, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Cetera Investment Advisers LLC, Cetera Advisor Networks, Confidere Financial, and Equitable Advisors, LLC. The Wealthgarden F.S. LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing customized investment management, financial planning, consulting, and estate-planning coordination. The firm employs fundamental analysis, modern portfolio theory, and cyclical analysis in portfolio construction, and offers access to third-party money managers with ongoing due diligence.

Wendy Turk is a financial advisor with The WealthGarden F.S. LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Her prior roles include positions at LPL Financial LLC and Gerber Kawasaki, Inc. She serves on the board of directors for Airport Marina Counseling Services, a mental health organization. The WealthGarden F.S. LLC provides investment management, financial planning, consulting, and estate-planning coordination to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis, modern portfolio theory, and cyclical analysis in portfolio construction, offers both discretionary and non-discretionary management, and provides fiduciary services with integrated custodial reporting and ongoing due diligence on sub-advisors.

Josephti Cruz is a financial advisor at The Wealthgarden F.S. LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TIAA, Northwest Asset Management, and Financial Ever After LLC dba Cover Your Assets. Cruz also owns a Certified Divorce Financial Analyst consulting business that provides financial analysis and reporting to assist divorcing couples. The WealthGarden F.S. LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering customized investment management, financial planning, and estate-planning coordination. The firm employs fundamental analysis, modern portfolio theory, and cyclical analysis, and provides ongoing due diligence on sub-advisors while acting as a fiduciary.