Job Eagleson is a registered investment advisor at Golden State Wealth Management, LLC, based in Santa Monica, CA, with 27 years of industry experience. Job operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 3,888 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Golden State Wealth Management charges a maximum of 2.00% annually for asset management and comprehensive portfolio management services. The exact fee will be outlined in your advisory agreement. Fees are calculated based on the value of your account and billed quarterly in advance. Fees are negotiable.
Location
730 Arizona Ave. Suite 221, Santa Monica, CA, 90401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Job is involved with The Artful Editor (family business), Champlain Wealth Advisors (DBA for LPL business and Golden State Wealth Management), and rental real estate. The time commitment for these activities is not specified.
Employment History
Current Registrations
Golden State Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.