Unclaimed
Ben Duncan is a registered representative with J.P. Morgan Securities LLC. Ben has been in the industry since September 2024 and currently holds a Series 66 registration in California. Ben has experience working with individual clients, corporations and charitable organizations. Ben's experience includes various roles within the financial industry, including with Whittier Trust Company and Nuveen. Ben is committed to providing financial advice and services to help clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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CA
11/26/2024 - Present
J.p. Morgan Securities LLC (San Francisco CA)
Active
Inactive
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