John Duncan has been an investment adviser representative at Wright Wealth since January 2024, and is not listed among the firm’s executive officers or direct owners.
Wright Wealth LLC is an Atlanta, GA firm with $188M under management, 242 clients and 7 advisers across 8 offices, as of its September 2026 filing.
John Duncan’s longest registration was 4 years at Edward Jones (2014–2019). Before joining Wright Wealth in 2024, John Duncan was registered through Novapoint Capital LLC and CG Advisory Services.
- Wright Wealth LLCCurrent– present · 2 yearsPeachtree City, GA · Adviser representative · Firm CRD 321215
- Novapoint Capital LLC– · 1 yearAtlanta, GA · Adviser representative · Firm CRD 173663
- CG Advisory Services– · 2 yearsPeach Tree City, GA · Adviser representative · Firm CRD 110929
- Smartlife Financial Group LLC– · under a yearPeachtree City, GA · Adviser representative · Firm CRD 168299
- Edward Jones– · 4 yearsNewnan, GA · Adviser representative · Firm CRD 250
Investment adviser representative registrations
John Duncan is registered as an investment adviser representative in 3 states. The first approvals date from January 2024; the most recent is Florida, in February 2024.
- FloridaSince 21 February 2024
- GeorgiaSince 17 January 2024
- North CarolinaSince 22 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 October 2014 |
| Series 7 | General Securities Representative Examination | 26 August 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Allan Duncan
- CRD
- 6323404
- Firm
- Wright Wealth · CRD 321215
- Office
- Peachtree City, GA
- Registration
- Investment adviser registration
- In the industry since
- February 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does John Duncan work?
John Duncan is an investment adviser representative registered through Wright Wealth LLC since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is John Duncan a financial advisor?
Yes. John Duncan has a current investment-adviser registration in Florida, Georgia and North Carolina, through Wright Wealth since January 2024.
How many years of experience does John Duncan have?
John Duncan has 11 years in the financial industry, since February 2015, across 5 adviser firms.
What exams has John Duncan passed?
John Duncan has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2014. FINRA credited John Duncan with the SIE, which began in October 2018.
Where did John Duncan work before Wright Wealth?
Before Wright Wealth, John Duncan was registered through Novapoint Capital LLC, January 2022 to August 2023; CG Advisory Services, September 2019 to January 2022; Smartlife Financial Group LLC, April 2019 to October 2019; Edward Jones, October 2014 to April 2019.
Where is John Duncan based?
John Duncan’s registered office is in Peachtree City, GA.
Is John Duncan registered with FINRA?
No. John Duncan has no current broker registration.
How can I verify John Duncan’s record?
Search CRD 6323404 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Duncan’s full registration record.