Jeffrey R. Duncan
Professional summary
Jeffrey Richard Duncan, who also goes by Jeffrey Duncan, is a registered financial advisor currently at DUNCAN FINANCIAL MANAGEMENT, INC. located in Sunset Hills, Missouri.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jeffrey has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Richard Duncan's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 14, 2009 - Present
DUNCAN FINANCIAL MANAGEMENT, INC.
Office #1: 10820 Sunset Office Drive Suite 210, Sunset Hills, MO 63127Office #2: 500 S. Australian Avenue Suite 110a, West Palm Beach, FL 33401Office #3: 500 S. Australian Avenue #110a, West Palm Beach, FL 33401January 14, 2008 - April 30, 2009
PLANMEMBER SECURITIES CORPORATION
January 14, 2008 - April 30, 2009
PLANMEMBER SECURITIES CORPORATION
April 3, 2006 - December 31, 2007
WELLSTONE SECURITIES, LLC
August 24, 2005 - April 3, 2006
SIGMA FINANCIAL CORPORATION
May 11, 2005 - August 25, 2005
GENEOS WEALTH MANAGEMENT, INC.
August 28, 2003 - April 21, 2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/8/2013)
(2/17/2010)
(9/14/2009)
(4/7/2022)
Exams
Current Firm
DUNCAN FINANCIAL MANAGEMENT, INC.
CRD#: 150849 / SEC#: 801-70390
Contact information
Regulatory assets under management
| Total Number of Accounts | 423 |
| AUM (Assets Under Management) | $ 25,434,547 |
Red Flags
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