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Jacob Graham Eason

Investment adviser representative at Duncan Williams Asset Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$2.7BFirm 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 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

11 years in the industry.

  1. Duncan Williams Asset Management, LLCNov 2024 to now
  2. UnemployedOct 2024 to Nov 2024
  3. Csenge Advisory Group, LLCOct 2023 to Oct 2024
  4. Radian PartnersMay 2023 to Oct 2024
  5. University of ArkansasAug 2022 to May 2023
  6. Lion Street FinancialMay 2022 to Oct 2024
  7. Radian PartnersMay 2022 to Aug 2022
  8. University of ArkansasAug 2021 to May 2022
  9. International PaperMay 2021 to Aug 2021
  10. Cobuilt, LLCAug 2020 to May 2021
  11. International PaperMay 2020 to Aug 2020
  12. University of ArkansasAug 2019 to May 2020
  13. Cobuilt, LLCMay 2019 to Aug 2019
  14. University of ArkansasAug 2018 to May 2019
  15. Quality Iron FabricatorsMay 2018 to Aug 2018
  16. Memphis University SchoolAug 2017 to May 2018
  17. MempopsAug 2017 to May 2018
  18. Quality Iron FabricatorsMay 2017 to Aug 2017
  19. Memphis University SchoolJun 2013 to May 2017

Designations

  • CFP® certification
  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

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

Duncan Williams Asset Management, LLC

$2.7BAssets managed
2,238Clients
15Advisers
11 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
7561606
Firm CRD
174809
Advisor's SEC record (opens in a new tab)
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