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Jody Catherine Duncan

Insight Advisors Nw, LLC

Beaverton, OR

CRD 2910327

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Employer firm

Insight Advisors Nw, LLC CRD 165731

$38.7M regulatory AUM 4 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Insight Advisors Nw, Llc

11200 Sw Allen Blvd Suite 100, Beaverton, OR 97005 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2012-11-15
TX RA APPROVED_RES 2012-11-08
  • OR RA
    APPROVED
    Since 2012-11-15
  • TX RA
    APPROVED_RES
    Since 2012-11-08

Branch Locations

11200 Sw Allen Blvd Suite 100, Beaverton, OR 97005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Insight Advisors Nw, Llc Beaverton OR 10/2012 Present
Previous Registrations
  • 2001-12-17 → 2012-11-21
    The H Group, Inc.
    Portland, OR
  • 2005-10-10 → 2010-05-28
    Newfocus Financial Group, Llc
    Vancouver, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-23
S63 Uniform Securities Agent State Law Examination 1997-08-07
  • S65 Uniform Investment Adviser Law Examination
    1999-12-23
  • S63 Uniform Securities Agent State Law Examination
    1997-08-07
Designations
  • Certified Financial Planner
Other Names
  • Jody Williams
  • Jody Catherine Key

View on SEC IAPD

Nearby Firms

MAIN AVENUE FINANCIAL SERVICES, LLC
ELDON REESE ADVISORY GROUP
CONLEY, WILLIAM J.

Nearby Investors

ANDREW DIBBRILL JAMISON
JEFFREY ADOLPH BLOCH
DUANE ELDON BOLINGER

Nearby Offices

MAIN AVENUE FINANCIAL SERVICES, LLC · BEAVERTON, OR
ELDON REESE ADVISORY GROUP · BEAVERTON, OR
CONLEY, WILLIAM J. · BEAVERTON, OR

More in Beaverton, OR

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