Advisor at Duran Capital Management, LLC
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Firm
Duran Capital Management, LLC
Location
Santa Barbara, CA 93101
Credentials
Series 66
Industry experience
14 years
Jacqueline Duran is a financial advisor with Duran Capital Management, LLC in Santa Barbara, CA, holding a Series 66 designation and 14 years of industry experience. She previously worked at Morgan Stanley and Bank of America from 2014 to 2022. Outside of her advisory role, she serves on the boards of Standing Together To End Sexual Assault and the Montecito Union School District. Duran Capital Management provides comprehensive portfolio management, financial planning, and retirement plan consulting for individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a fiduciary, client-tailored approach using diverse analytical methods and strategies, and offers services including charitable planning and corporate tax consulting.
Based on Duran Capital Management, LLC
Retirement Plan Consulting flat fees ranging from $750 to $5,000.
$0 - $99,999: 2.00% $100,000 - $399,000: 1.50% $400,000 - $999,000: 1.00% $1,000,000 - $2,999,999: 0.90% $3,000,000 - $4,999,999: 0.75% $5,000,000+: Negotiable
Used for financial planning and consulting services; fees calculated on hourly basis as work performed.
15 W. Carrillo Street, Suite 100
Santa Barbara, CA 93101
California
Duran Capital Management, LLC
2022 - Present (4 years)
Morgan Stanley Private Bank, N.A
2016 - 2022 (6 years)
Morgan Stanley Private Bank, National Association
2016 - 2022 (6 years)
Morgan Stanley
2016 - 2022 (6 years)
BANK of AMERICA, N.A.
2014 - 2016 (2 years)
Merrill
2014 - 2016 (2 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Santa Barbara, CA
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