Fritz Shaw Duncan

Current Employers

Employment History

• 12/1995 → Present
  Jones & Roth, Pc
  Eugene, OR
• 10/2001 → 10/2019
  1St Global Capital Corp.
  Eugene, OR
• 01/2002 → 10/2019
  1St Global Advisors, Inc
  Eugene, OR
• 07/2002 → Present
  Jones & Roth Wealth Management, Llc
  Eugene, OR
• 05/2008 → 09/2025
  Avantax Insurance Services, Inc.
  Eugene, OR
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Eugene, OR
• 10/2019 → 09/2025
  Avantax Advisory Services
  Eugene, OR
• 11/2022 → Present
  University Of Oregon
  Eugene, OR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Eugene, OR
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Eugene, OR
• 2002-02-11 → 2019-10-25
  1St Global Advisors Inc
  Eugene, OR

Other Businesses

1) JONES & ROTH FINANCIAL ADVISORS, LLC POSITION: MEMBER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2007 ADDRESS: Eugene OR , United States DESCRIPTION: Provide financial services to clients. 2) UNIVERSITY OF OREGON POSITION: professor NATURE: University professor INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 11/08/2022 ADDRESS: 260 Country Club Rd., Ste. 100, Eugene OR 97401, United States DESCRIPTION: Teach accounting class 3) EUGENE ACTIVE 2030 CLUB FOUNDATION POSITION: Board member NATURE: Board member on Foundation. Meet monthly. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/13/2023 ADDRESS: 2852 Willamette, #284, Eugene OR 97405, United States DESCRIPTION: Board member. Attend monthly board meetings. Read monthly financial statements. Attend annual budget meeting. 4) Jones & Roth, P.C.; NIR;

Exams

• S66 Uniform Combined State Law Examination
  2001-12-27