Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Duncan is a registered representative and investment advisor representative with Empower Advisory Group, LLC. Jonathan is registered to provide investment advisory services in the state of Ohio. Jonathan has been in the financial services industry for over 5 years and is licensed to provide financial advice to individuals, trusts, charitable organizations, state and municipal government entities, corporations, and pension and profit-sharing plans. Jonathan is registered to provide investment advisory services in 52 states and the District of Columbia. Prior to joining Empower Advisory Group, LLC, Jonathan was a registered representative with Nationwide Investment Services Corporation. Jonathan has a strong background in financial planning and portfolio management. Jonathan is committed to providing his clients with personalized financial advice that is tailored to their individual needs and 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
07/01/2022 - Present
Empower Advisory Group, LLC (Columbus OH)
OH
02/09/2018 - 06/20/2022
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
BC
Issued 03/09/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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