Unclaimed Profile

Jordan Robert Curtis

CURTIS WEALTH MANAGEMENT LLC·HENDERSON, Nevada

SIE, Series 6, Series 7, Series 63, Series 66Clean record18 years registeredCURTIS 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 · 18 years registered

Brand Profile

Not yet started

Career History

CURTIS WEALTH MANAGEMENT LLC

Apr 2021 – present

NORTHWEST ASSET MANAGEMENT

Dec 2020 – Sep 2021

HENDERSON, NV

ADVICE AND PLANNING SERVICES

Oct 2013 – Nov 2020

LAS VEGAS, NV

STRATEGIC ADVISERS, INC.

Dec 2007 – Sep 2013

HENDERSON, NV

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · December 6, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CURTIS WEALTH MANAGEMENT LLC

CRD 312245 · SEC 801-131657

AUM

$145M

Regulatory assets under management

Employees

470 client accounts

Services offered by CURTIS WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CURTIS WEALTH MANAGEMENT LLC →

Introduction

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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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