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Jordan Robert Curtis

CURTIS WEALTH MANAGEMENT LLC·HENDERSON, Nevada
Clean recordCURTIS WEALTH MANAGEMENT LLC
170 S. GREEN VALLEY PARKWAY, HENDERSON, NV 89012CRD# 4950045Firm CRD# 312245

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jordan Robert Curtis · HENDERSON, NV
Registration
CRD #4950045 · CURTIS WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jordan Robert Curtis is a registered financial advisor based in HENDERSON, Nevada, affiliated with CURTIS WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CURTIS WEALTH MANAGEMENT LLC
CURTIS WEALTH MANAGEMENT LLC
AUM
$145M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CURTIS WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4950045
Firm CRD# 312245
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jordan Robert Curtis offer?
Jordan Robert Curtis specializes in Financial Planning, Investment Management. Contact their office in HENDERSON, Nevada for a consultation.
What are Jordan Robert Curtis's credentials?
Jordan Robert Curtis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jordan Robert Curtis located?
Jordan Robert Curtis is based in HENDERSON, Nevada, working with CURTIS WEALTH MANAGEMENT LLC. Their office serves clients in the HENDERSON metropolitan area and surrounding communities.
How does Jordan Robert Curtis charge for services?
Jordan Robert Curtis'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 CURTIS WEALTH MANAGEMENT LLC?
CURTIS WEALTH MANAGEMENT LLC has approximately 2 employees and manages $145M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Nevada
LAS VEGAS (195)RENO (129)INCLINE VILLAGE (26)SPARKS (7)CARSON CITY (6)ELKO (3)STATELINE (3)GLENBROOK (2)PAHRUMP (2)MINDEN (2)
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Research
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