Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Christian Duncan is a financial professional with over 15 years of experience in the industry. Jonathan has a Series 6 and Series 63 license and has been registered with State Farm VP Management Corp. since 2022. Previously, Jonathan was registered with Wells Fargo Clearing Services, LLC, ADP Broker-Dealer, Inc., and Lincoln Financial Distributors, Inc. Jonathan is currently licensed in Delaware, Maryland, New Jersey, New York, and Pennsylvania.
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.
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.
1
2
PA
03/28/2022 - Present
State Farm VP Management Corp. (Downingtown PA)
PA
09/24/2010 - 10/04/2021
WELLS FARGO CLEARING SERVICES, LLC (PHOENIXVILLE PA)
NJ
05/05/2009 - 06/15/2010
ADP BROKER-DEALER, INC. (ROSELAND NJ)
PA
12/20/2006 - 02/06/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BC
Issued 01/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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