Jonathan Richard Duggan
Investment adviser representative at Intellicents Investment Solutions Inc
17 yearsExperience
1 stateRegistered in
$9.9BFirm assets
30 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Intellicents Investment Solutions, inc.Jan 2026 to now
- Trg Advisors, Inc.Jul 2018 to now
- Trg Financial Inc.Aug 2009 to now
- American Trust Retirement ServicesFeb 2023 to Jun 2025
- Touchstone Retirement GroupJan 2012 to Feb 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (GA).
Intellicents Investment Solutions Inc
$9.9BAssets managed
8,280Clients
61Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4489592
- Firm CRD
- 107498