Joshua Duncan has been Partner of F5 Financial Planning since January 2020, is not listed as a control person, but directly owns between 25% and 50% of the firm.
F5 Financial Planning, L.L.C. is a firm with $169M under management, 128 clients and 3 advisers across 5 offices, as of its March 2026 filing.
Joshua Duncan’s longest registration is the current one, 7 years at F5 Financial Planning since 2018. Before joining F5 Financial Planning in 2018, Joshua Duncan was registered through Edward Jones.
- – present · 7 yearsNorth Venice, FL · Adviser representative · Firm CRD 170674
- Edward Jones– · 5 yearsMcDonough, GA · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Joshua Duncan is registered as an investment adviser representative in 2 states. The first approvals date from November 2018; the most recent is Florida, in June 2020.
- FloridaSince 8 June 2020
- GeorgiaSince 15 November 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 June 2013 |
| Series 7 | General Securities Representative Examination | 28 May 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joshua Scott Duncan
- CRD
- 6184795
- Firm
- F5 Financial Planning · CRD 170674
- Role
- Partner
- Office
- 152 Pescador Place, North Venice, FL 34275
- Registration
- Investment adviser registration
- In the industry since
- June 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Joshua Duncan work?
Joshua Duncan has been Partner of F5 Financial Planning, L.L.C. since January 2020.
Is Joshua Duncan a financial advisor?
Yes. Joshua Duncan has a current investment-adviser registration in Florida and Georgia, through F5 Financial Planning since November 2018.
How many years of experience does Joshua Duncan have?
Joshua Duncan has 13 years in the financial industry, since June 2013, across 2 adviser firms.
What exams has Joshua Duncan passed?
Joshua Duncan has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2013. FINRA credited Joshua Duncan with the SIE, which began in October 2018.
Where did Joshua Duncan work before F5 Financial Planning?
Before F5 Financial Planning, Joshua Duncan was registered through Edward Jones, August 2013 to October 2018.
Where is Joshua Duncan based?
Joshua Duncan’s registered office is in North Venice, FL.
Is Joshua Duncan registered with FINRA?
No. Joshua Duncan has no current broker registration.
How can I verify Joshua Duncan’s record?
Search CRD 6184795 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Duncan’s full registration record.
