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James Stephen Eaton

EDG MANAGEMENT COMPANY, LLC·JOHNS CREEK, Georgia
Clean recordEDG MANAGEMENT COMPANY, LLC
6470 EAST JOHNS CROSSING, JOHNS CREEK, GA 30097CRD# 1025343Firm CRD# 161363

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Stephen Eaton · JOHNS CREEK, GA
Registration
CRD #1025343 · EDG MANAGEMENT COMPANY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Stephen Eaton is a registered financial advisor based in JOHNS CREEK, Georgia, affiliated with EDG MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
EDG MANAGEMENT COMPANY, LLC
EDG PARTNERS
AUM
$85M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at EDG MANAGEMENT COMPANY, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1025343
Firm CRD# 161363
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Stephen Eaton offer?
James Stephen Eaton specializes in Retirement Planning. Contact their office in JOHNS CREEK, Georgia for a consultation.
What are James Stephen Eaton's credentials?
James Stephen Eaton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Stephen Eaton located?
James Stephen Eaton is based in JOHNS CREEK, Georgia, working with EDG MANAGEMENT COMPANY, LLC. Their office serves clients in the JOHNS CREEK metropolitan area and surrounding communities.
How does James Stephen Eaton charge for services?
James Stephen Eaton's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EDG MANAGEMENT COMPANY, LLC?
EDG MANAGEMENT COMPANY, LLC is a registered investment adviser with the SEC, managing $85M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at EDG MANAGEMENT COMPANY, LLC

Alan Chris Dahl
JOHNS CREEK, GA
Michael Patrick Gaffney
JOHNS CREEK, GA

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Research
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