Jennifer Marie Duncan

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2007 → 10/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Virginia Beach, VA
• 11/2013 → 10/2020
  Bank Of America Na
  Williamsburg, VA
• 11/2022 → Present
  Edward Jones
  St Louis, MO
• 08/2021 → 10/2022
  San Blas Securities
  Atlanta, GA
• 08/2022 → 11/2022
  Virginia Abc Store
  Norfolk, VA
• 11/2020 → 07/2021
  Unemployed
  Atlanta, GA

Previous Registrations

• 2022-03-23 → 2022-10-26
  Sb Advisory, Llc
  Norfolk, VA
  Atlanta, GA
• 2007-08-29 → 2020-10-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Williamsburg, VA
  Virginia Beach, VA
  Virginia Beach, VA
  Virginia Beach, VA
  Virginia Beach, VA
  Virginia Beach, VA

Exams

• S66 Uniform Combined State Law Examination
  2007-08-28
• S63 Uniform Securities Agent State Law Examination
  2002-08-16

Other Names

• Jennifer Marie Lussier
• Jennifer Marie Britting
• Jennifer M Britting
• Jennifer M Lussier
• Jennifer Ma Britting
• Jennifer M Duncan