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Jordan Godeaux

Investment adviser representative at Eagle Strategies LLC
10 yearsExperience
1 stateRegistered in
$32BFirm assets
37 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 assetsHourlyFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Eagle Strategies LLCDec 2023 to now
  2. Nylife Securities LLCAug 2021 to now
  3. New York Life Insurance CompanyJan 2021 to now
  4. Echo MaintenanceNov 2020 to Dec 2020
  5. Turn2 Specialty CompaniesJun 2020 to Nov 2020
  6. Southwestern FarmsFeb 2019 to Jun 2020
  7. Acme Truck LinesJul 2017 to Dec 2018
  8. Cardinal MovingNov 2016 to Jul 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (TX).

Eagle Strategies LLC

$32BAssets managed
133,900Clients
2,495Advisers
37 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
7327145
Firm CRD
110826
Advisor's SEC record (opens in a new tab)
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