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Jacob Graham Eason

Duncan Williams Asset Management, LLC

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About Jacob Graham Eason

Jacob Graham Eason is an investment advisor representative at Duncan Williams Asset Management, LLC, located in Memphis, TN. Jacob has been in the industry for over 2 years and is registered with the state of Tennessee as an investment advisor representative. Jacob holds the Series 66, Series 7TO, and SIE licenses. In addition to his role at Duncan Williams Asset Management, Jacob also works with various insurance companies as an insurance agent. Jacob provides financial planning, pension consulting, and selection of other advisors. He has a passion for helping individuals and businesses achieve their financial goals.

Firm Information

Jacob Eason is currently registered with Duncan Williams Asset Management, LLC. Duncan Williams Asset Management, LLC is an investment advisor registered with the SEC based in Memphis, TN. The firm offers financial planning, portfolio management for individuals and businesses, and pension consulting services. They manage over $1 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations.
Duncan Williams Asset Management, LLC

5350 POPLAR AVENUE

MEMPHIS, TN 38119

$1.02B

Assets Under Management

Not reported

Total Clients

10

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Eason’s Registration & Firm History

TN

11/26/2024 - Present

Duncan Williams Asset Management, LLC (MEMPHIS TN)

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Licenses & Designations

BOTH

Issued 08/05/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/08/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/30/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Graham Eason.
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