William Leverett Curtiss
Investment adviser representative at J. W. Cole Advisors, Inc.
32 yearsExperience
1 stateRegistered in
$8.2BFirm assets
24 yearsFirm in business
Are you William Leverett Curtiss? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
32 years in the industry.
- J. W. Cole Advisors, Inc.Apr 2019 to now
- J.W. Cole Advisors, Inc.Apr 2019 to now
- Curtiss Wealth ManagementApr 2016 to now
- Curtiss Insurance AgencyJul 2000 to now
- Sole ProprietorDec 1994 to now
- Global Financial Private Capital, LLCApr 2016 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
J. W. Cole Advisors, Inc.
Legal name: Jonathan Roberts Advisory Group, Inc.
$8.2BAssets managed
31,247Clients
485Advisers
24 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
- 5872853
- Firm CRD
- 112294