Jacob Eason
Jacob Eason is a CFA-designated registered investment advisor at Duncan Williams Asset Management, LLC, based in Memphis, TN, with 2 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,962 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10.0M - $25.0M | 1.25% |
| $25M+ | 1.25% |
Fees negotiable for accounts over $10,000,000. The Institutional Cash Management Program accounts are charged a fee of 0.15% (15 bps) or 0.20% (20 bps), depending on account size.
Fee Estimator
Location
5350 Poplar Avenue, Suite 600, Memphis, TN, 38119
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacob is a registered branch office and insurance agent for various insurance companies since November 2024, offering insurance products as part of financial plans. This requires minimal time.
Employment History
Current Registrations
Duncan Williams Asset Management, LLC
Previous Registrations
Csenge Advisory Group, LLC
Lion Street Financial, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.