linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Janet Uyen Duong

Churchill Management Group

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Janet? Claim Your Profile

About Janet Uyen Duong

Janet Duong is an Investment Advisor Representative with Churchill Management Group. Janet has been in the industry since 2012 and has a Series 6, Series 63, and Series 65 licenses. Prior to joining Churchill Management Group, Janet worked at J.P. Morgan Securities LLC and Pruco Securities, LLC. Janet specializes in providing financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

Firm Information

Janet Duong is currently registered with Churchill Management Group. Churchill Management Group is an investment advisory firm based in Los Angeles, California. The firm manages over $10 billion in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Churchill Management Group provides a variety of services, including financial planning, portfolio management, and wrap fee programs.
Churchill Management Group

5900 WILSHIRE BLVD.

LOS ANGELES, CA 90036

$10.08B

Assets Under Management

28

Total Clients

37

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Janet Duong’s Registration & Firm History

CA

04/17/2021 - Present

Churchill Management Group (Los Angeles CA)

CA

08/15/2014 - 07/14/2015

J.P. MORGAN SECURITIES LLC (FULLERTON CA)

CA

11/02/2012 - 07/11/2014

PRUCO SECURITIES, LLC. (IRVINE CA)

Not sure if Janet Uyen Duong is right for you?

Licenses & Designations

IA

Issued 04/16/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/28/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/14/2015

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Janet Uyen Duong.
Not sure if Janet Uyen Duong is right for you?