Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Francis Duggan is a financial advisor currently registered with Procyon Advisors, LLC. Jonathan has been in the industry since 2015. Jonathan is a Certified Financial Planner, and specializes in providing financial planning, pension consulting, selection of other advisers, portfolio management for individuals, and portfolio management for pooled investment vehicles. Jonathan has been with Procyon Advisors, LLC since 2023. Jonathan is also registered as an Investment Advisor Representative in Maryland.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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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MD
01/24/2023 - Present
Procyon Advisors, LLC (FULTON MD)
Active
Inactive
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