Jeffrey Robert Jones
Investment adviser representative at Curi Capital, LLC
15 yearsExperience
1 stateRegistered in
CFADesignation
$11.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Curi Capital, LLCJun 2017 to now
- Rmb Capital Management LLCJun 2017 to now
- Ironbridge Capital Management, LPApr 2011 to Jun 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (IL).
Curi Capital, LLC
$11.6BAssets managed
2,960Clients
98Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4685503
- Firm CRD
- 134249