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Jessica Lyn Duncan

J.p. Morgan Securities LLC

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About Jessica Lyn Duncan

Jessica Duncan is a registered representative with J.P. Morgan Securities LLC in Scottsdale, Arizona. Jessica has been in the securities industry since January 13, 2022. Jessica holds a Series 66 license, as well as Series 7 and SIE licenses. Jessica is licensed to offer investment advisory services in Arizona and Texas. Jessica also owns JDUNKS PROPERTIES LLC. Jessica specializes in portfolio management for individuals and businesses, financial planning and pension consulting.

Firm Information

Jessica Duncan is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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percentage of assets

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

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Jessica Duncan’s Registration & Firm History

AZ

10/17/2024 - Present

J.p. Morgan Securities LLC (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 02/09/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/14/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/01/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Jessica Lyn Duncan. Review regulatory record here.
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