Jason Paul Curtis
Investment adviser representative at Lynnleigh & Company, LLC
10 yearsExperience
1 stateRegistered in
$161.5MFirm assets
7 yearsFirm in business
Are you Jason Paul Curtis? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
10 years in the industry.
- Lynnleigh & Company, LLCMay 2018 to now
- LPL Financial, LLCJun 2016 to now
- Cornerstone Wealth Management, LLCJun 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (NY).
Lynnleigh & Company, LLC
$161.5MAssets managed
288Clients
3Advisers
7 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
- 5705639
- Firm CRD
- 285044