Jared Audette
Eagle Wealth Management Group · Valencia, California
Jared Audette is a fee-only financial advisor at Eagle Wealth Management Group in Valencia, California. Jared focuses on retirement planning. Eagle Wealth Management Group reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Eagle Wealth Management Group |
|---|---|
| Based in | Valencia, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $417.5M across 483 accounts |
| SEC registration | Investment adviser representative in NC, SC · CRD 5834052 |
| Exams passed | Series 66 (2011) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.eaglewealthinc.com |
How Jared's firm compares
- Eagle Wealth Management Group's average account is about $864,000, from its Form ADV (assets managed divided by 483 accounts).
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Questions about Jared
Is Jared Audette a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jared holds no broker registration, and Eagle Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jared charge for financial advice?
Jared's firm, Eagle Wealth Management Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Jared Audette based?
Jared Audette is based in Valencia, California.
What does Jared specialize in?
Jared's specialties include retirement planning. Jared works with pre-retirees.
Is Jared Audette registered with the SEC?
Yes. Jared Audette is registered as an investment adviser representative in NC and SC (CRD 5834052), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Eagle Wealth Management Group manage?
Eagle Wealth Management Group reports $417.5M across 483 accounts in assets under management.
How do I contact Jared Audette?
Through Jared's website, www.eaglewealthinc.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
- Eagle Wealth Management Group 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.
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