Jordan Robert Curtis
Investment adviser representative at Curtis Wealth Management LLC
13 yearsExperience
2 statesRegistered in
$148.5MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Curtis Wealth Management LLCJan 2021 to now
- Northwest Asset ManagementNov 2020 to Sep 2021
- TIAASep 2013 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCSep 2013 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (NV, UT).
Curtis Wealth Management LLC
$148.5MAssets managed
105Clients
2Advisers
1 yearIn 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
- 4950045
- Firm CRD
- 312245