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Detailed Report
JARED PAUL AUDETTE
CRD#: 5834052
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Investment Adviser
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Previous Broker
EAGLE WEALTH MANAGEMENT GROUP INC.CRD#: 327052 10815 Sikes Place
Suite #320
Charlotte, NC 28277
Registration History
201020122014201620182020202220242026IAEAGLE WEALTH MANAGEMENT GROUP INC. (CRD# 327052)2023 - Present (1 year)BCROWN CAPITAL SECURITIES, L.P. (CRD# 6312)2011 - 2023 (12 years)BWOODBURY FINANCIAL SERVICES, INC. (CRD# 421)2010 - 2011 (<1 year)IACROWN CAPITAL SECURITIES, L.P. (CRD# 6312)2013 - 2023 (10 years)
License(s)

State Registrations

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North Carolina 10/30/2023
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South Carolina 2/13/2025
Current Registration(s)
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EAGLE WEALTH MANAGEMENT GROUP INC. (CRD#:327052)
10815 Sikes Place Suite #320, Charlotte, NC 28277
Registered with this firm since 10/30/2023
Previous Registration(s)
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 01/02/2013 - 11/20/2023 CROWN CAPITAL SECURITIES, L.P. (CRD#:6312) CHARLOTTE, NC
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 06/06/2011 - 11/20/2023 CROWN CAPITAL SECURITIES, L.P. (CRD#:6312) CHARLOTTE, NC
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 09/01/2010 - 06/08/2011 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) MYRTLE BEACH, SC
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.