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Jacob Graham Eason

Investment Adviser Representative at Duncan Williams Asset Management, LLC

Memphis, TNCRD #7561606Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jacob Graham Eason is an investment adviser representative with Duncan Williams Asset Management, LLC in Memphis, TN, where they have been registered since 2024. They have worked in the securities industry since 2023 and were previously registered with Csenge Advisory Group, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Tennessee.

Office

5350 Poplar Avenue, Suite 600
Memphis, TN 38119

Advisors at this office: 15

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Tennessee

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/5/2023
Series 7
General Securities Representative Examination
Passed 7/8/2023
SIE
Securities Industry Essentials Examination
Passed 5/30/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Duncan Williams Asset Management, LLCCurrent
11/26/2024 – Memphis, TN
Csenge Advisory Group, LLC
10/23/2023 – 10/29/2024Memphis, TN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Radian Partners
    May 2023 – Aug 2023Memphis, TN
  2. University of Arkansas
    Aug 2022 – May 2023Fayetteville, AR
  3. Radian Partners
    May 2022 – Aug 2022Memphis, TN
  4. University of Arkansas
    Aug 2021 – May 2022Fayetteville, AR
  5. International Paper
    May 2021 – Aug 2021Memphis, TN
  6. CoBuilt, LLC
    Aug 2020 – May 2021Memphis, TN
  7. International Paper
    May 2020 – Aug 2020Memphis, TN
  8. University of Arkansas
    Aug 2019 – May 2020Fayetteville, AR
  9. CoBuilt, LLC
    May 2019 – Aug 2019Memphis, TN
  10. University of Arkansas
    Aug 2018 – May 2019Fayetteville, AR
  11. Quality Iron Fabricators
    May 2018 – Aug 2018Memphis, TN
  12. Mempops
    Aug 2017 – May 2018Memphis, TN
  13. Memphis University School
    Aug 2017 – May 2018Memphis, TN
  14. Quality Iron Fabricators
    May 2017 – Aug 2017Memphis, TN
  15. Memphis University School
    Jun 2013 – May 2017Memphis, TN
  16. Lion Street Financial
    May 2022 – Aug 2023Memphis, TN
  17. Lion Street Financial
    Aug 2023 – Oct 2024Memphis, TN
  18. Radian Partners
    Aug 2023 – Oct 2024Memphis, TN
  19. Csenge Advisory Group, LLC
    Oct 2023 – Oct 2024Clearwater, FL
  20. Unemployed
    Oct 2024 – Nov 2024Memphis, TN
  21. Duncan Williams Asset Management
    Nov 2024 – no end date reportedMemphis, TN

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Duncan Williams Asset Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • $0 - $499,9992.00%
  • $500,000 to $1,000,0002.00%
  • $1,000,000 - $2,499,9991.75%
  • $2,500,000 - $4,999,9991.50%

+3 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
15
Offices listed on AdvisorFinder:
1
Main office:
Memphis, TN
SEC file number:
801-81015

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 25, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Graham Eason has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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