Unclaimed Profile

Jon Michael Duncan

SENESCHAL ADVISORS, LLC·TACOMA, Washington

Series 7, Series 24, Series 63, Series 65Clean record24 years registeredSENESCHAL ADVISORS, LLC

2323 N. 30TH STREET, TACOMA, WA 98403CRD# 2121572Firm CRD# 131618

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jon Michael Duncan · TACOMA, WA

Registration

CRD #2121572 · SENESCHAL ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SENESCHAL ADVISORS, LLC

SENESCHAL ADVISORS, LLC

Dec 2004 – Mar 2020

TACOMA, WA

RSM MCGLADREY, INC.

Mar 2002 – Jun 2004

TACOMA, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 20, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SENESCHAL ADVISORS, LLC

CRD 131618 · SEC 801-100396

AUM

$245M

Regulatory assets under management

Employees

637 client accounts

Services offered by SENESCHAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SENESCHAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jon Michael Duncan offer?

Jon Michael Duncan specializes in Financial Planning, Investment Management.

What are Jon Michael Duncan's credentials?

Jon Michael Duncan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jon Michael Duncan located?

Jon Michael Duncan is based in TACOMA, Washington, last registered with SENESCHAL ADVISORS, LLC.

How does Jon Michael Duncan charge for services?

Jon Michael Duncan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SENESCHAL ADVISORS, LLC?

SENESCHAL ADVISORS, LLC has approximately 5 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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