Jenny Duncan is a registered investment advisor at Vanguard Advisers, INC., based in Charlotte, NC, with 31 years of industry experience. Jenny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 817,328 clients with $300B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Vanguard Situational Advisor offers a one-time financial plan consultation for a fee:
- New Model: $250, potentially paid by the participant, the plan sponsor, or a combination of both.
- Legacy Model:
- $250 for participants with $50,000 to $500,000 in total Vanguard assets.
- $1,000 for participants with less than $50,000 in total Vanguard assets. Fee waivers are available for participants with over $500,000 in total Vanguard assets or who are over age 55.
Location
1030 Admiral Nelson Ct, Charlotte, NC, 28262
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jenny is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation.
Employment History
Current Registrations
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
Vanguard Marketing Corporation
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Rsm US Wealth Management LLC
Wells Fargo Funds Management, LLC
Wells Fargo Funds Distributor, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
Weiss Capital Securities, INC.Broker
Banyan Partners, LLC
Weiss Capital Management, INC.
Weiss Capital Securities, INC.Broker
Wells Fargo Insurance Services Investment Advisors, INC.Broker
Wells Fargo Insurance Services Investment Advisors, INC.
Bonds.com Wealth Management, LLC
Bonds.com, INC.Broker
1st Discount Brokerage, INC.
1st Discount Brokerage, INC.Broker
Davenport & Company LLC
Davenport & Company LLCBroker
Anderson & Strudwick, Incorporated
A&s Capital Advisors, INC.
Anderson & Strudwick, IncorporatedBroker
Wachovia Securities Financial Network, LLCBroker
Wachovia Securities, INC.Broker
T. Rowe Price Investment Services, INC.Broker
Wheat, First Securities, INC.Broker
Investment Management & Research, INCBroker
Perkins, Smith IncorporatedBroker
Ncnb Securities, INC.Broker
Bear, Stearns & CO. INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.