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James Patrick Curran

CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.·REDWOOD CITY, California
Series 1, Series 7, Series 24Clean record29 years registeredCURRAN & LEWIS INVESTMENT MANAGEMENT, INC.
555 TWIN DOLPHIN DRIVE, SUITE 320, REDWOOD CITY, CA 94065CRD# 709346Firm CRD# 120267

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Patrick Curran · REDWOOD CITY, CA
Registration
CRD #709346 · CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. · 29 years registered
Brand Profile
Not yet started
01

Career History

JPC WEALTH MANAGEMENT, INC.
Mar 2009 – present
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.
Sep 1996 – Dec 2008
MENLO PARK, CA
02

Registrations & Exams

FINRA examinations passed
Series 1
Series 7
Series 24
Registration record
First registered · September 3, 1996
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.
CRD 120267 · SEC 801-61096
AUM
$239M
Regulatory assets under management
Employees
3
457 client accounts
Services offered by CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does James Patrick Curran offer?
James Patrick Curran specializes in Financial Planning, Investment Management. Contact their office in REDWOOD CITY, California for a consultation.
What are James Patrick Curran's credentials?
James Patrick Curran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Patrick Curran located?
James Patrick Curran is based in REDWOOD CITY, California, working with CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.. Their office serves clients in the REDWOOD CITY metropolitan area and surrounding communities.
How does James Patrick Curran charge for services?
James Patrick Curran's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.?
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. has approximately 3 employees and manages $239M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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