Jeanne DuceCRD Number: 4580520
Current Firm: 1st Global Advisors Inc.
Jeanne Duce (CRD# 4580520) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Santa Clara, CA and has over 14 years of experience in the finance industry. Jeanne Duce has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|1st Global Capital Corp.||Santa Clara, CA||Jan 2010 - Current||6|
|1st Global Advisors, Inc.||Santa Clara, CA||Jan 2010 - Current||6|
|Jd Financial Fitness||Santa Clara, CA||Jan 2004 - Current||12|
|The Strategic Financial Alliance||Atlanta, GA||Aug 2007 - Dec 2009||2|
|Foothill Securities, Inc.||San Jose, CA||Jan 2004 - Aug 2007||3|
|Various Insurance Carriers||San Jose, CA||Dec 2002 - Sep 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2002|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV