Jonathan Duggan
Jonathan Duggan is a registered investment advisor at Intellicents Investment Solutions INC, based in Alpharetta, GA, with 18 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,093 clients with $7.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Location
Alpharetta, GA
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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.
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Jonathan works for American Trust Retirement Services as a 401k plan service representative, dedicating about 10-20% of his time. He also provides investment advice to 401k plans through TRG Advisors, Inc., spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Intellicents Investment Solutions INC
Previous Registrations
Trg Advisors, INC.
Trg Financial, INC.Broker
P & a Financial Securities, INC.Broker
State Registrations1 state
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