John Nelson Duncan

Employer firm

Norwood Economics, Inc. CRD 282079

$96.6M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 04/2017 → 10/2019
  Lathrop Gage, Llp
  Kansas City, ME
• 10/2019 → 07/2022
  Bank Of America/Merrill Lynch
  Tucson, AZ
• 07/2022 → 02/2024
  Fidelity Investments
  Tucson, AZ
• 05/2024 → 05/2024
  First Command Advisory Services , Inc
  Tucson, AZ
• 06/2024 → 05/2025
  Transamerica Life Insurance Company
  Sahuarita, AZ
• 05/2025 → 08/2025
  Larson Financial Group
  Indianapolis, IN
• 08/2025 → 06/2026
  Prudential
  Indianapolis, IN
• 01/2015 → 01/2017
  Aegis, Llc
  Kabul
• 01/2017 → 04/2017
  Unemployed
  Overland Park, KS
• 06/2026 → Present
  Norwood Economics
  Fishers, IN

Previous Registrations

• 2025-08-18 → 2026-06-17
  Lpl Enterprise, Llc
  Indianapolis, IN
• 2025-05-09 → 2025-07-24
  Larson Financial Group, Llc
  Saint Louis, MO
  Indianapolis, IN
• 2024-07-24 → 2025-05-05
  Transamerica Retirement Advisors, Llc
  Indianapolis, IN
  Sahuarita, AZ
• 2024-04-26 → 2024-06-03
  First Command Advisory Services
  Tuscon, AZ
  Fort Worth, TX
• 2022-08-04 → 2024-02-29
  Fidelity Personal And Workplace Advisors
  Tucson, AZ
• 2020-12-04 → 2022-07-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tucson, AZ
  Leawood, KS
  New York, NY

Other Businesses

08/05/2025 - John Duncan N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Financial Professional - 160 hrs/mth - Indianapolis, IN - Investment Related - Start date 08/05/2025

Exams

• S66 Uniform Combined State Law Examination
  2020-12-03

Other Names

• John Nelson Duncan-Harris
• John Duncan-Harris
• John N Duncan
• John Nelson Duncan
• John Duncan