Jordan Duncan (CRD# 7475771) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Austin, TX and has over 2 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity | Austin, TX | Nov 2021 - Current | 2 |
| Bbva/pnc | Austin, TX | Sep 2020 - Nov 2021 | 1 |
| First Convenience Bank | Kyle, TX | May 2019 - Sep 2020 | 1 |
| Saltgrass | San Marcos, TX | Jan 2019 - Jul 2019 | < 1 |
| Nissan Of San Marcos | San Marcos, TX | Jan 2019 - May 2019 | < 1 |
| Longhorn Steakhouse | San Antonio/new Braunfels, TX | Jul 2016 - Dec 2018 | 2 |
| Heb | Mcallen/san Antonio, TX | Jan 2014 - Nov 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
| S63 | Uniform Securities State Law Examination | May 2022 |
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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