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Jordan David Curnutt

QUANTUM FINANCIAL PLANNING SERVICES, INC.·SPOKANE, Washington
SIE, Series 7, Series 66CFPClean record9 years registeredQUANTUM FINANCIAL PLANNING SERVICES, INC.
720 W BOONE AVE, SPOKANE, WA 99201CRD# 6425327Firm CRD# 115877

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jordan David Curnutt · SPOKANE, WA
Registration
CRD #6425327 · QUANTUM FINANCIAL PLANNING SERVICES, INC. · 9 years registered
Brand Profile
Not yet started
01

Career History

QUANTUM FINANCIAL PLANNING SERVICES, INC.
Jul 2017 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · July 7, 2017
Years registered · 9
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
QUANTUM FINANCIAL PLANNING SERVICES, INC.
CRD 115877 · SEC 801-110112
AUM
$592M
Regulatory assets under management
Employees
16
2,475 client accounts
Services offered by QUANTUM FINANCIAL PLANNING SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at QUANTUM FINANCIAL PLANNING SERVICES, INC. →
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Frequently Asked Questions

What services does Jordan David Curnutt offer?
Jordan David Curnutt specializes in Financial Planning, Investment Management. Contact their office in SPOKANE, Washington for a consultation.
What are Jordan David Curnutt's credentials?
Jordan David Curnutt holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jordan David Curnutt located?
Jordan David Curnutt is based in SPOKANE, Washington, working with QUANTUM FINANCIAL PLANNING SERVICES, INC.. Their office serves clients in the SPOKANE metropolitan area and surrounding communities.
How does Jordan David Curnutt charge for services?
Jordan David Curnutt'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 QUANTUM FINANCIAL PLANNING SERVICES, INC.?
QUANTUM FINANCIAL PLANNING SERVICES, INC. has approximately 16 employees and manages $592M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at QUANTUM FINANCIAL PLANNING SERVICES, INC.

John Albert Nord
SPOKANE, WA
Houston Edwin Scrudder
SPOKANE, WA
Micah Stephen Coski
SPOKANE, WA
Christopher Eric Christiansen
SPOKANE, WA
CFP

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