TrueAdvisor
TrueAdvisor
JE
JE

Job Eagleson

Golden State Wealth Management, LLC
27 Years of Experience
Santa Monica, CA
Broker
View SEC Summary
View SEC Summary

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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 4,192 clients with $2.2B in assets under management.

Golden State Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
48 advisors
Number of Clients
4,192 clients
Average Client Portfolio
$529K average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee for asset management and comprehensive portfolio management will not exceed 2.00%. Fees are negotiable and billed quarterly in advance. Different programs custodied with LPL Financial have separate maximum fee caps ranging up to 2.95%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

730 Arizona Ave. Suite 221, Santa Monica, CA, 90401

Get directions

History

Regulatory History
Clean regulatory record

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
December 2024 - Present · 1 yr 10 mos
LPL Financial LLC
November 2016 - Present · 9 yrs 11 mos
LPL Financial LLCBroker
November 2016 - Present · 9 yrs 11 mos
Previous Registrations
LPL Financial LLC
August 2017 - December 2017 · 4 mos
Ameriprise Financial Services, INC.
May 1999 - November 2016 · 17 yrs 6 mos
Ameriprise Financial Services, INC.Broker
November 1998 - November 2016 · 18 yrs
Ids Life Insurance CompanyBroker
November 1998 - July 2006 · 7 yrs 8 mos
State Registrations19 states
ALAZCACOFLGAIDMEMIMONJNMNVNYORSCTNTXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Santa Monica, CA →All financial advisors in California →