Jade Eagles
Financial advisor at Wealthgarden F.S. LLC · El Segundo, CA
Last updated 2026-10-10
Claim your profileJade Eagles is a financial advisor at Wealthgarden F.S. LLC in El Segundo, CA, CRD 5939276. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2016-12-06.
Registration
- CRD number
- 5939276
- Registration status
- Active
- IAPD registration
- 2016-12-06
- Industry Experience
- 9 years
- Work Experience
- 10 years
- States registered
- CA
Licenses and exams
- Series 63
- Series 66
Work history
- 2016-09 to 2020-11 · TIAA · Los Angeles, CA
- 2016-09 to 2020-11 · TIAA-CREF Individual & Institutional Services, LLC · Los Angeles, CA
- 2020-11 to 2021-03 · Northwest Asset Management · Mercer Island, WA
- 2021-01 to Present · The Wealthgarden F.S. LLC · El Segundo, CA
- 2025-01 to Present · Financially Ever After LLC Dba Cover Your Assets · Playa Vista, CA
Current employment
- The Wealthgarden F.S. LLC · El Segundo, CA
Wealthgarden F.S. LLC
- Regulatory AUM
- $227,595,909
- Registered advisors
- 5
- Offices
- 5
- Clients per advisor
- 47.2 (Low)
- Average AUM per client
- $964.4K (Low)
- High-net-worth client ratio
- 25.8% (Moderate)
Wealthgarden F.S. LLC: advisors, services and reported ETF investments
About
Jade Eagles is a financial advisor at The Wealthgarden F.S. LLC, operating as Wealthgarden F.S. LLC in El Segundo, CA. Reported securities licenses include Series 63 and Series 66. The latest record indicates 9 years of industry experience and 10 years of reported work history.
Wealthgarden F.S. LLC's firm-level Form ADV reports 5 advisors across 5 offices; approximately 47.2 clients per advisor, average assets per client of $964,389, and regulatory AUM of $227.6M; client categories including Individuals (non-HNW), High net worth individuals, and Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, and Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $142.6M across 149 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jade Eagles personally.
Reported ETF positions
Wealthgarden F.S. reports 149 ETF positions worth $142.6M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $10.5M |
| IVW — iShares S&P 500 Growth ETF | $6M |
| DYNF — iShares U.S. Equity Factor Rotation Active ETF | $5.2M |
| SPYV — State Street SPDR Portfolio S&P 500 Value ETF | $3.9M |
| ACWX — iShares MSCI ACWI ex U.S. ETF | $3.6M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Wealthgarden F.S.'s strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $488.6K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $5.2M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $3.3M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $1.9M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Wealthgarden F.S. LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Accountant or Accounting Firm
- Insurance Company or Agency
Location
1730 E. Holly Ave, El Segundo, CA 90245
5 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 310-571-8489
- Website: thewealthgardenfs.com
Official record
Are you Jade Eagles?
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