Jayden Daniel Carpenter
Investment adviser representative at Eagle Strategies LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Eagle Strategies LLCJun 2025 to now
- Nylife Securities LLCMay 2025 to now
- Ferris Financial, LLCJan 2025 to now
- J.P. Morgan Securities LLCJul 2023 to Dec 2024
- JP Morgan Chase Bank, N.A.Jul 2023 to Dec 2024
- Reynolds and ReynoldsAug 2022 to Apr 2023
- JP Morgan Chase Bank, N.A.Jun 2022 to Aug 2022
- UpsNov 2020 to Jan 2021
- WalmartMar 2020 to Jun 2020
- Cedarville UniversityAug 2019 to May 2022
- ImmiJun 2019 to Jul 2023
- Panera, LLCMay 2018 to Jun 2019
- UnemployedNov 2017 to May 2018
- Papa John'sMay 2017 to Nov 2017
- UnemployedAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7793601
- Firm CRD
- 110826