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Jace Eakin

Evercore Group LLC

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About Jace Eakin

Jace Eakin is a financial advisor currently registered with Evercore Group LLC. Jace is licensed to offer financial advice in 37 states, including Texas, where Jace is based. Jace previously worked for Evercore Group L.L.C., LPL FINANCIAL LLC and Securian Financial Services, Inc. Jace holds the Series 7TO, Series 66 and SIE exams. Jace has been in the financial industry since 2020.

Firm Information

Jace Eakin is currently registered with Evercore Group LLC. Evercore Group LLC is a Limited Liability Company formed in April 2006. The firm is registered with the SEC and in 37 states.

Not reported

Assets Under Management

Not reported

Total Clients

805

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jace Eakin’s Registration & Firm History

TX

08/20/2024 - Present

Evercore Group LLC (HOUSTON TX)

TX

06/21/2023 - 09/06/2023

EVERCORE GROUP L.L.C. (HOUSTON TX)

TX

12/03/2021 - 10/13/2022

LPL FINANCIAL LLC (TYLER TX)

TX

11/21/2020 - 12/09/2021

SECURIAN FINANCIAL SERVICES, INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 12/16/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/21/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/16/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe EDGA Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jace Eakin.
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