Jared Audette, financial advisor Valencia CA

Jared Audette

CRD Number: 5834052
Current Firm: Eagle Wealth Management Group Inc.

Jared Audette (CRD# 5834052) is an Investment Advisor Representative working at Eagle Wealth Management Group Inc. in Valencia, CA and has over 13 years of experience in the finance industry.

Similar Advisors
Alexander "Alec" Tuckman, financial advisor Valencia CA
Alexander "Alec" P. Tuckman
CRD# 6770924
Wealth Management Partners Of Los Angeles
Similar Advisors
Blair Aaronson, financial advisor Valencia CA
Blair I. Aaronson
CRD# 1343922
Virtue Capital Management, LLC
Similar Advisors
Mohammed Aater, financial advisor Valencia CA
Mohammed Aater
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Eagle Wealth Management Group, Inc. Valencia, CA Oct 2023 - Current < 1
Abiding Wealth Advisors Charlotte, NC Jun 2011 - Current 12
Crown Capital Securities, LP Orange, CA Jun 2011 - Oct 2023 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2011
Contact Info for Jared P. Audette
Phone Number: 661-257-9800
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    311
    MILLIONS
  • Total Number of Accounts
    432
    ACCOUNTS
  • Average Account Value
    $719,158
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

CA, NC

Ready to hire a financial advisor? Get competitive proposals from Jared Audette and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.