Jon Duncan

Vice President-Wealth Management Search

Having spent the majority of his career in recruitment, Mr. Duncan has built a reputation for building strong relationships with his clients. His long-lasting business relationships, coupled with his knowledge of the Wealth Management industry gives him the credibility that has enabled him to recruit top-tier talent for his clients.

Prior to joining StevenDouglas, Jon spent 10 years in with Aureus Financial doing recruitment in the areas of Accounting, Human Resources, Executive Search and Wealth Management. Most recently he was in charge of Wealth Management, responsible for assisting clients in the acquisition of RIAs and IBDs as well as recruitment of advisors across the country.

As a player coach his role included management of the team as well as leading the recruitment or acquisition process. Jon’s career started has always been in sales and he possesses experience in the areas of Foreign Currency, Insurance and Wealth Management.

  • Wealth Management
M&A Conference Info Sept 2021