James Matthew Mcconaghy
Investment adviser representative at Eaglebrook Advisors
10 yearsExperience
1 stateRegistered in
$342MFirm assets
4 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Eaglebrook Advisors, Inc.Feb 2025 to now
- Sound Income Strategies LLCNov 2023 to Jan 2025
- UnemployedJul 2023 to Nov 2023
- Taylor Frigon Family OfficeJan 2023 to Jul 2023
- Taylor Frigon Capital Management LLCMar 2017 to Jul 2023
- UnemployedAug 2016 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Eaglebrook Advisors
Legal name: Eaglebrook Advisors, Inc.
$342MAssets managed
159Clients
4Advisers
4 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
- 6531383
- Firm CRD
- 304438