JD

John Dugan Ii

Vice President at Ellsworth Advisors
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About John Dugan Ii

John Dugan Ii is Vice President of Ellsworth Advisors based in 1764 Georgetown Rd Hudson, Ohio 44236, US. Previously worked at SAMCO Capital Markets as a Fixed Income Institutional Sales. Ellsworth Advisors is a Finance, Capital Markets company in 1764 Georgetown Rd Hudson, Ohio 44236, US with 20 employees.

John Dugan Ii has 12 years of professional experience, with an average of 4 years per position throughout their career. Their recent employment history shows 0 changes in the past 3 years, with high job stability. they do not have Fortune 500 company experience.

John Dugan Ii holds a degree from University of Alabama, with 13 years since graduation. Their career does not include experience at a global enterprise, with a base location in South Carolina, United States, us.

John Dugan Ii Social
John Dugan Ii Work
John Dugan Ii have been working for 12 years. Currently John Dugan Ii is the Vice President @Ellsworth Advisors, with experience in Fixed Income Institutional Sales @SAMCO Capital Markets
Vice President
2019 - Present · 6 years and 4 months
Fixed Income Institutional Sales
2014 - Jan 2019 · 5 years
About John Dugan Ii's Current Company
11-50 Employees

Ellsworth Advisors is founded in 2018, operates from its headquarter in 1764 Georgetown Rd Hudson, Ohio 44236, US. The company operates in the Finance, Capital Markets sector.

Ellsworth Advisors specializes in Financial planning, Asset management, Tax services, Accounting services, Retirement planning, Estate planning, Market monitoring, Risk assessment, and offers services including Financial planning, Asset management, and Asset allocation.

Year Founded
2018
Social Media
Linkedin
Primary Industry
Finance, Capital Markets
HQ Location
1764 Georgetown Rd Hudson, Ohio 44236, US
Expertise
Financial planningAsset managementTax servicesAccounting servicesRetirement planningEstate planningMarket monitoringRisk assessment
Solutions
Financial planningAsset managementAsset allocationTax servicesAccounting servicesRetirement planningEstate planning
Keywords
Financial AdvisorFinancial PlanningAsset ManagementFinancial Planning ServicesFinancial ServicesInvestment ManagementWealth ManagementRetirement PlanningPortfolio ManagementInvestment Advisory
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John Dugan Ii Education

John Dugan Ii completed at University of Alabama (2009 - 2013) , at University of Alabama (Present) , etc

University of Alabama
Bachelor of Business Administration (B.B.A.)Accounting and Finance
2009 - 2013
University of Alabama
B.B.A.
Present
John Dugan Ii Skills
Technology and Engineering
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word
Team and Leadership
Public Speaking
Project and Plan Management
Financial Analysis, Accounting
Other
Municipal Bonds, Institutional Sales, Fixed Income

John Dugan Ii Email & Phone number

These email and Phone numbers are the most updated and verified contact information for John Dugan Ii found in 2025.

  • Email AddressJ**@ellsworthadvisors.comPersonal Email
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  • Phone Number(xxx)xxx-xxxxPersonal Phone
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