Jacob Eason
Duncan Williams Asset Management · Memphis, Tennessee
Jacob Eason is a fee-only financial advisor at Duncan Williams Asset Management in Memphis, Tennessee, who holds the CFP and CFA credentials. Jacob focuses on retirement planning, estate & legacy planning and tax planning. Duncan Williams Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Jacob →
Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
Facts
| Firm | Duncan Williams Asset Management |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $2.69B across 2,238 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in TN · CRD 7561606 |
| Exams passed | Series 66 (2023) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.dwassetmgmt.com |
Request an introduction to Jacob
Tell Jacob a little about what you're looking for. Jacob isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jacob
Is Jacob Eason a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Duncan Williams Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacob charge for financial advice?
Jacob's firm, Duncan Williams Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jacob Eason based?
Jacob Eason is based in Memphis, Tennessee.
What does Jacob specialize in?
Jacob's specialties include retirement planning, estate & legacy planning, tax planning and divorce financial planning. Jacob works with retirees, pre-retirees and founders.
What credentials does Jacob Eason hold?
Jacob Eason holds the CFP and CFA credentials.
Is Jacob Eason registered with the SEC?
Yes. Jacob Eason is registered as an investment adviser representative in TN (CRD 7561606), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Duncan Williams Asset Management manage?
Duncan Williams Asset Management reports $2.69B across 2,238 accounts in assets under management.
How do I contact Jacob Eason?
Through Jacob's website, www.dwassetmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Duncan Williams Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.