John Duncan, financial advisor Newnan GA
76 score

John Duncan

CRD Number: 6323404
Current Firm: Edward Jones

John Duncan (CRD# 6323404) is an Investment Advisor Representative working at Edward Jones in Newnan, GA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Apr 2014 - Current 2
City Wide Insulation Fayetteville, GA Apr 2012 - Apr 2014 2
Ideal Exteriors Knoxville, TN Jul 2011 - Apr 2012 < 1
Independent Contractor Peachtree City, GA Jan 2011 - Jun 2011 < 1
Unemployed Peachtree, GA Oct 2010 - Jan 2011 < 1
Discount Golf Shop Peachtree City, GA Dec 2003 - Sep 2010 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for John A. Duncan
Phone Number: 314-515-2000
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
76

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