linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Harris Duncan

U.s. Bancorp Investments, Inc.

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

About Jeffrey Harris Duncan

Jeffrey Harris Duncan is a financial advisor with over 25 years of experience in the industry. Jeffrey is currently registered with U.s. Bancorp Investments, Inc. in Charlotte, NC. Jeffrey is a Series 7, 24, 63, 79TO, and SIE licensed professional. Jeffrey specializes in portfolio management for individuals and businesses. Jeffrey is also a registered representative with U.S. Bancorp Investments, Inc., a financial services firm that offers a wide range of investment products and services.

Firm Information

Jeffrey Duncan is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

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

selection of other advisors

Helps you choose top advisors aligned with your financial 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.

check

other

12b-1,networking&shareholder serv,product partner arrangements

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.

Jeffrey Duncan’s Registration & Firm History

NC

09/25/2009 - Present

U.s. Bancorp Investments, Inc. (Charlotte NC)

NC

11/27/1995 - 11/30/2007

BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)

NY

08/23/1991 - 01/24/1994

SALOMON BROTHERS INC. (NEW YORK NY)

Not sure if Jeffrey Harris Duncan is right for you?

Licenses & Designations

BC

Issued 09/20/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/09/2010

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Harris Duncan.
Not sure if Jeffrey Harris Duncan is right for you?