Jonathan Richard Duggan

Employer firm

Intellicents Investment Solutions Inc CRD 107498

$9.92B regulatory AUM 92 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2009 → Present
  Trg Financial Inc.
  Alpharetta, GA
• 07/2018 → Present
  Trg Advisors, Inc.
  Alpharetta, GA
• 02/2023 → 06/2025
  American Trust Retirement Services
  Pittsburgh, PA
• 01/2012 → 02/2023
  Touchstone Retirement Group
  Buffalo, NY
• 01/2026 → Present
  Intellicents Investment Solutions, Inc.
  Alpharaetta, GA

Previous Registrations

• 2018-10-22 → 2026-03-11
  Trg Advisors, Inc.
  Alpharetta, GA
  Lakewood Ranch, FL

Exams

• S66 Uniform Combined State Law Examination
  2009-09-14
• S63 Uniform Securities Agent State Law Examination
  2003-01-06

Other Names

• Jonathan Richard Duggan