Valencia, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Eagle Wealth Management Group Inc.
Team
Firm-wide stats for Eagle Wealth Management Group Inc.
About
Eagle Wealth Management Group serves a mix of individual clients (including high-net-worth households) and institutional retirement-plan sponsors — including pension and profit-sharing plans and other public-sector clients. The firm offers financial planning, discretionary portfolio management, retirement plan advisory and consulting, business planning, and occasional access to private offerings.
Advisory work is delivered through Advisory Associates on a primarily discretionary basis, combining asset-allocation, fundamental, technical, quantitative and qualitative analysis with periodic rebalancing and custodial reporting through a major custodian. For employer plans the firm provides both non‑discretionary ERISA 3(21) advisory services and discretionary 3(38) investment manager arrangements, along with participant education and plan governance support.
What distinguishes Eagle Wealth from many peer teams is its explicit engagement with state/municipal and plan‑sponsor clients and its regular delivery of educational seminars and participant workshops, alongside traditional individual wealth services. The firm’s team also includes professionals with credential diversity (CFP®, CPA, RFC and licensed registered representatives/insurance agents), which supports integrated offerings such as business succession planning, plan education programs, and solicitor/referral relationships with third‑party managers.
Based on Eagle Wealth Management Group Inc.
Expertise
Based on Eagle Wealth Management Group Inc.
Location
28212 Kelly Johnson Parkway, Suite 175
Valencia CA 91355
Advisors at this office
2
Advisors at this office
Jordan E
CFP®, Series 66
Valencia, CA
Eagle Wealth Management Group Inc.
Jordan Eagle is a CFP® professional with nine years of industry experience, currently serving as an advisor at Eagle Wealth Management Group Inc. in Valencia, CA. His work history includes roles at Concorde Investment Services and Crown Capital Securities, LP. Outside of advisory services, he is involved in public speaking through Adult Financial Education Services, delivering seminars on various financial topics. Eagle Wealth Management Group serves individual clients, including high-net-worth households, as well as institutional retirement-plan sponsors such as pension and profit-sharing plans. The firm provides financial planning, discretionary portfolio management, retirement plan advisory, and business planning, combining diverse analytical methods and custodial reporting, with a particular focus on state and municipal clients and participant education.
Douglas E
Series 63, Series 65
Valencia, CA
Eagle Wealth Management Group Inc.
Douglas Eagle is a financial advisor with Eagle Wealth Management Group Inc. in Valencia, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Crown Capital Securities, LP for 19 years and Concorde Investment Services. Outside of advisory work, he serves as treasurer on the Hasley Estates HOA Board and teaches adult financial education classes focused on Social Security benefits and living trusts. Eagle Wealth Management Group serves individual clients, including high-net-worth households, and institutional retirement-plan sponsors such as pension and profit-sharing plans. The firm provides financial planning, discretionary portfolio management, retirement plan advisory, and consulting services, combining multiple analytical approaches with regular education programs and diverse professional credentials on its team.
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