Jason Armenti
Jason Armenti is a registered investment advisor at Duncan Financial Group, LLC, based in Ridgewood, NJ, with 31 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
DFG offers financial planning services on a fixed-fee basis, with fees ranging from $2,500 to $30,000. The exact fee depends on the time spent, number of meetings, complexity of your situation, amount of research, services requested, and staff resources.
Location
1200 E. Ridgewood Ave, Suite 330W, Ridgewood, NJ, 07450
Get directionsHistory
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 ActivitiesSells Insurance
Jason works as an IAR of a registered investment adviser, spending about a quarter of his time providing financial planning/consulting services. He also sells fixed insurance as an agent.
Employment History
Current Registrations
Duncan Financial Group, LLC
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Dfg Advisors, INC.
Dfg Advisors, INC.
Lincoln Financial Advisors CorporationBroker
Summit Equities, INC.Broker
State Registrations9 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.