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RIA / WealthAdvisorCertified Financial Planner39 years in industry

James Edward Eastwood

Advisor at AMFG WEALTH MANAGEMENT LLC

WESTLAKE, OH

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Search this name across graphsid dfx:ria:4b329ee7-c6b1-66b2-91f3-cb86a2390824

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Jan 2, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AMFG WEALTH MANAGEMENT LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 17, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Feb 17, 1987
First registration: Jan 2, 2002
Dual registered: no
Other names: JIM EASTWOOD
IAPD individual key: 1612436

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AMFG WEALTH MANAGEMENT LLC	State registered	Apr 16, 2026	n/a	yes	WESTLAKE, OH	Current employment
GRADIENT ADVISORS, LLC	Independent wealth	Oct 13, 2021	Feb 28, 2023	no	Cleveland, OH\|ARDEN HILLS, MN	Previous registration
ALLSTATE FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Oct 21, 2019	Sep 3, 2021	no	Westlake, OH	Previous registration
ONEAMERICA SECURITIES, INC.	Bd affiliated wealth	Mar 22, 2017	Jun 12, 2018	no	WESTLAKE, OH	Previous registration
USA FINANCIAL SECURITIES LLC	Independent wealth	Mar 10, 2015	Dec 22, 2016	no	Westlake, OH\|WESTLAKE, OH\|ADA, MI	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Oct 4, 2013	Oct 23, 2014	no	INDEPENDENCE, OH	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Jan 21, 2009	Aug 5, 2010	no	BEACHWOOD, OH\|WESTLAKE, OH\|WESTLAKE, OH\|BEACHWOOD, OH	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Sep 26, 2007	Aug 5, 2008	no	BROADVIEW HEIGHTS, OH\|WESTLAKE, OH	Previous registration
Spc	Bd affiliated wealth	Jan 2, 2002	Jul 27, 2007	no	BEACHWOOD, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GRADIENT ADVISORS, LLC	AMFG WEALTH MANAGEMENT LLC	Feb 28, 2023	Apr 16, 2026	1,143	Firm change after gap	RIA to state RIA
ALLSTATE FINANCIAL ADVISORS, LLC	GRADIENT ADVISORS, LLC	Sep 3, 2021	Oct 13, 2021	40	Firm change	Ibd to RIA
ONEAMERICA SECURITIES, INC.	ALLSTATE FINANCIAL ADVISORS, LLC	Jun 12, 2018	Oct 21, 2019	496	Firm change after gap	Ibd to ibd
USA FINANCIAL SECURITIES LLC	ONEAMERICA SECURITIES, INC.	Dec 22, 2016	Mar 22, 2017	90	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	USA FINANCIAL SECURITIES LLC	Oct 23, 2014	Mar 10, 2015	138	Firm change	Other
PARK AVENUE SECURITIES LLC	AMERIPRISE FINANCIAL SERVICES, LLC	Aug 5, 2010	Oct 4, 2013	1,156	Firm change after gap	Other
MSI FINANCIAL SERVICES, INC.	PARK AVENUE SECURITIES LLC	Aug 5, 2008	Jan 21, 2009	169	Firm change	Other
Spc	MSI FINANCIAL SERVICES, INC.	Jul 27, 2007	Sep 26, 2007	61	Firm change	Other

Relationships

Registered with (9)

→ AMFG WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Apr 16, 2026 to presentfactForm ADV
→ GRADIENT ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 13, 2021 to Feb 28, 2023factForm ADV
→ ALLSTATE FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 21, 2019 to Sep 3, 2021factForm ADV
→ ONEAMERICA SECURITIES, INC.Registered adviserregistration: previous registration
Mar 22, 2017 to Jun 12, 2018factForm ADV
→ USA FINANCIAL SECURITIES LLCRegistered adviserregistration: previous registration
Mar 10, 2015 to Dec 22, 2016factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Oct 4, 2013 to Oct 23, 2014factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Jan 21, 2009 to Aug 5, 2010factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Sep 26, 2007 to Aug 5, 2008factForm ADV
→ SPCRegistered adviserregistration: previous registration
Jan 2, 2002 to Jul 27, 2007factForm ADV

Dated events

Occurred
Feb 28, 2023
Advisor changed firm
James Edward Eastwood left Gradient Advisors, Llc for Amfg Wealth Management Llc (registered 2026-04-16)
Form ADVobserved 5 days ago