Advisor at Duncan Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Duncan Financial Group, LLC
Location
Ridgewood, NJ 07450
Credentials
Series 63, Series 66
Industry experience
31 years
Jason Armenti is a financial advisor with Commonwealth Financial Network and Duncan Financial Group, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with both firms since 2002. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, supporting affiliated advisors with operations, technology, investment management, compliance, and practice management while allowing flexibility in portfolio construction.
Based on Duncan Financial Group, LLC
Advisory Representatives may receive commissions and trail commissions (12b-1 fees) if clients implement plans through them via Commonwealth Financial Network
Minimum fee: Fixed fees ranging from $2,500 to $30,000, generally payable upon entering the written agreement
1200 East Ridgewood Avenue, Suite 330 W
Ridgewood, NJ 07450
New Jersey
Duncan Financial Group
2002 - Present (24 years)
Commonwealth Financial Network
2002 - Present (24 years)
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Is not active or affiliated with:
Insurance agent
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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
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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