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John Currie Wallace

Investment adviser representative at Eton Advisors
10 yearsExperience
2 statesRegistered in
CFADesignation
$1.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Eton Advisors Group, LLCSep 2017 to now
  2. Eton Advisors, LPApr 2016 to now

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 2 states (NC, TX).

Eton Advisors

Legal name: Eton Advisors Group, LLC

$1.9BAssets managed
143Clients
7Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5881208
Firm CRD
289395
Advisor's SEC record (opens in a new tab)
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