AdvisorOS Directory
Claim Profile
Unclaimed Profile
JD

Jonathan Michael Duensing

AMUNDI SMITH BREEDEN LLC·DURHAM, North Carolina
AMUNDI SMITH BREEDEN LLC
280 SOUTH MANGUM ST, DURHAM, NC 27701CRD# 6262750Firm CRD# 169589

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Michael Duensing · DURHAM, NC
Registration
CRD #6262750 · AMUNDI SMITH BREEDEN LLC
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Jonathan Michael Duensing is a registered financial advisor based in DURHAM, North Carolina, affiliated with AMUNDI SMITH BREEDEN LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

Speak with Jonathan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jonathan is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
AMUNDI SMITH BREEDEN LLC
AMUNDI SMITH BREEDEN LLC
AUM
$14.5B
Regulatory assets under management
Employees
75
Total firm employees
View all advisors at AMUNDI SMITH BREEDEN LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6262750
Firm CRD# 169589
View on FINRA BrokerCheck →

Looking for a financial advisor in DURHAM?

Browse all registered financial advisors in DURHAM, North Carolina or claim this profile if it's yours.

Browse DURHAM AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jonathan Michael Duensing offer?
Jonathan Michael Duensing specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DURHAM, North Carolina for a consultation.
What are Jonathan Michael Duensing's credentials?
Jonathan Michael Duensing is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Michael Duensing located?
Jonathan Michael Duensing is based in DURHAM, North Carolina, working with AMUNDI SMITH BREEDEN LLC. Their office serves clients in the DURHAM metropolitan area and surrounding communities.
How does Jonathan Michael Duensing charge for services?
Jonathan Michael Duensing's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMUNDI SMITH BREEDEN LLC?
AMUNDI SMITH BREEDEN LLC has approximately 75 employees and manages $14.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at AMUNDI SMITH BREEDEN LLC

Elke Rosa Urban
DURHAM, NC
Eric Marie Brard
DURHAM, NC
Philippe Garreau
DURHAM, NC
Aimee Kathryn Harmelink
DURHAM, NC
Amy Carol Arganbright
DURHAM, NC
Daniel Clifford Dektar
DURHAM, NC

More Advisors in DURHAM, North Carolina

Amy Louise Simonson
VERITY ASSET MANAGEMENT, INC.·DURHAM, NC
Jeff Alan Munsey
VERITY ASSET MANAGEMENT, INC.·DURHAM, NC
Susan Mckenzie Carson
BULL CITY ADVISORS, LLC·DURHAM, NC
Michael Shayne Ruffing
INTEGRATED WEALTHCARE, LLC·DURHAM, NC
Dennis Dougherty
INTERSOUTH ADVISORS, INC.·DURHAM, NC
Stefan Alan Fencl
SQUARE 1 ASSET MANAGEMENT, INC.·DURHAM, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)MATTHEWS (19)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Request removal of this profile