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Jordan Godeaux

Eagle Strategies LLC

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About Jordan Godeaux

Jordan Godeaux is an investment advisor representative at Eagle Strategies LLC. Jordan has been in the industry for over 3 years. Jordan is registered in Texas to provide both securities and investment advisory services. Jordan has a Series 63, Series 65, and Series 7 licenses. Jordan holds a Series 6 license as well. Jordan has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. Jordan works with a variety of investment products and services, including financial planning, educational seminars, portfolio management for individuals, and publication of periodicals.

Firm Information

Jordan Godeaux is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

550 FANNIN ST

BEAUMONT, TX 77701

$20.36B

Assets Under Management

6,070

Total Clients

2,031

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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Jordan Godeaux’s Registration & Firm History

TX

12/12/2023 - Present

Eagle Strategies LLC (BEAUMONT TX)

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Licenses & Designations

IA

Issued 11/17/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 9/21/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 6/3/2024

Series 7TO - General Securities Representative Examination

BC

Issued 8/27/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 7/29/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Godeaux.
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