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Jane Frances Eagle

EVOKE WEALTH, LLC·LOS ANGELES, California
Series 27, Series 28, Series 63Clean recordEVOKE WEALTH, LLC
10635 SANTA MONICA BLVD., LOS ANGELES, CA 90025CRD# 2250187Firm CRD# 300856

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jane Frances Eagle · LOS ANGELES, CA
Registration
CRD #2250187 · EVOKE WEALTH, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 27
Series 28
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
EVOKE WEALTH, LLC
CRD 300856 · SEC 801-115290
AUM
$27.5B
Regulatory assets under management
Employees
92
12,195 client accounts
Services offered by EVOKE WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at EVOKE WEALTH, LLC →
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Frequently Asked Questions

What services does Jane Frances Eagle offer?
Jane Frances Eagle specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LOS ANGELES, California for a consultation.
What are Jane Frances Eagle's credentials?
Jane Frances Eagle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jane Frances Eagle located?
Jane Frances Eagle is based in LOS ANGELES, California, working with EVOKE WEALTH, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does Jane Frances Eagle charge for services?
Jane Frances Eagle's firm is compensated through percentage of aum, subscription fees, other: administrtive service, financial planning, and sub-advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVOKE WEALTH, LLC?
EVOKE WEALTH, LLC has approximately 92 employees and manages $27.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EVOKE WEALTH, LLC

Brian Hancock Waters
LOS ANGELES, CA
Damien Adam Bisserier
LOS ANGELES, CA
David Chih Hou
LOS ANGELES, CA
Mark Elliott Sear
LOS ANGELES, CA
Eric Scott Bright
LOS ANGELES, CA
Alex Nmn Shahidi
LOS ANGELES, CA

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Research
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