Unclaimed Profile

Curtis Alan Hearn

JPH ADVISORY GROUP, INC.·ATLANTA, Georgia

Series 7Clean record14 years registeredJPH ADVISORY GROUP, INC.

600 GALLERIA PARKWAY, ATLANTA, GA 30339CRD# 5227599Firm CRD# 125268

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Curtis Alan Hearn · ATLANTA, GA

Registration

CRD #5227599 · JPH ADVISORY GROUP, INC. · 14 years registered

Brand Profile

Not yet started

Career History

NEWEDGE ADVISORS

Sep 2023 – present

GRATUS CAPITAL, LLC

Oct 2018 – Sep 2023

ATLANTA, GA

JPH ADVISORY GROUP, INC.

Mar 2012 – Dec 2018

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 7

Registration record

First registered · March 28, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JPH ADVISORY GROUP, INC.

CRD 125268 · SEC 801-62265

AUM

$167M

Regulatory assets under management

Employees

782 client accounts

Services offered by JPH ADVISORY GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JPH ADVISORY GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Curtis Alan Hearn offer?

Curtis Alan Hearn specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Curtis Alan Hearn's credentials?

Curtis Alan Hearn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Curtis Alan Hearn located?

Curtis Alan Hearn is based in ATLANTA, Georgia, working with JPH ADVISORY GROUP, INC.. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Curtis Alan Hearn charge for services?

Curtis Alan Hearn's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JPH ADVISORY GROUP, INC.?

JPH ADVISORY GROUP, INC. has approximately 6 employees and manages $167M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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