Eckles Wealth Management, Inc. (EWM) is a fee only Registered Investment Advisor.  We take great pride in the fact we are a fiduciary to our clients and are held to a legal standard of always placing the client's best interests first.  No stockbroker or commissioned salesperson can make such a claim.  Further, we never charge a commission for our services or receive compensation from "product providers" that can influence recommendations.  Thus we avoid the conflict of interest inherent in such relationships.  Our business principles are built upon a simple and solid foundation: how we can best serve you, our valued client. 

            

Jeff N. Eckles, Principal and Founder of EWM started his professional investment career in

1988 as a Financial Consultant with Merrill Lynch.  He was recruited by Smith Barney in 1995 and served there as a Vice President- Investments and Assistant Branch Manager until 2003.  After a successful career with major Wall Street firms, Jeff decided a change was needed to better serve his clients and he founded Eckles Wealth Management in 2003.  His vision for the new company was to provide a non-conflicted environment free from big corporate motives where the clients' best interest always come first.

He is a regular guest expert on San Luis Obispo KVEC 920 AM Talk Radio's Dave Congalton Show.  He is the "financial go-to guy" for the show and a well liked and respected expert on the economy and

investing.  Jeff prides himself on being able to take complex financial concepts and convey them in a simple and easy to understand manner.  He earned a Bachelor's Degree in Business Administration, Finance-Investments from Cal State Long Beach University while working to pay his way through school.

Jeff lives in Morro Bay with his 6 year old twins, Aidan and Sophia.  They can often be found hiking, camping, kayaking, playing in a local park or building sand castles on the shore.  If Jeff can find a spare moment, he enjoys reading, riding his motorcycle, playing guitar, cooking and surfing.  He can be reached at 800-396-6910 or jeff@eckleswealth.com

            You can learn more about Jeff Eckles here: http://www.linkedin.com/in/jeffeckles

Michael Cooper is the Executive Assistant to Jeff Eckles.  Mike has an impressive aptitude for accounting and organizational procedures.  He is responsible for the bookkeeping of the company, administrative issues, and keeping Jeff from embarrasing himself by forgetting things he shouldn't.

A copy of Eckles Wealth Management, Inc.’s regulatory disclosure document (Part II of Form ADV filed with the state of California) is available upon request.