Jaden Grant Duncan

Current Employers

Employment History

• 12/2023 → 01/2025
  Lincoln Financial Advisors Corporation
  Irvine, CA
• 04/2023 → 12/2023
  Lincoln Financial Advisors
  Irvine, CA
• 10/2022 → 04/2023
  Unemployed
  Newport Beach, CA
• 09/2021 → 10/2022
  Workiz, Inc.
  San Diego, CA
• 08/2020 → 09/2021
  Full-Time Student
  Boulder, CO
• 06/2020 → 08/2020
  Four Star Realty Boulder
  Boulder, CO
• 08/2019 → 06/2020
  Full-Time Student
  Boulder, CO
• 06/2019 → 08/2019
  Lincoln Financial Advisors
  Irvine, CA
• 08/2018 → 06/2019
  Full-Time Student At Cu-Boulder
  Boulder, CO
• 05/2018 → 08/2018
  Pitfire Pizza
  Costa Mesa, CA
• 08/2017 → 05/2018
  Full-Time Student At Cu-Boulder
  Boulder, CO
• 06/2017 → 08/2017
  Ruby's Sandwich Saloon
  Costa Mesa, CA
• 09/2016 → 06/2017
  Full-Time Student At Newport Harbor High School
  Newport Beach, CA
• 06/2016 → 09/2016
  Ruby's Sandwich Saloon
  Costa Mesa, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Irvine, CA

Previous Registrations

• 2024-03-19 → 2025-01-24
  Osaic Fa, Inc.
  Irvine, CA

Other Businesses

OAKWOOD WEALTH PARTNERS POSITION: Paraplanner NATURE: Financial Planning Firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 100 START DATE: 04/01/2024 ADDRESS: 17400 Laguna Canyon Rd Ste 125 Irvine CA 92618 DESCRIPTION: Assisting financial planners in building financial plans Educating hospital participants about retirement plan benefits Opening client investment accounts Administrative work Financial analysis

Exams

• S66 Uniform Combined State Law Examination
  2024-03-11