Justin James Curtiss
Investment adviser representative at Continuity Wealth Management, Corp.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$214.3MFirm assets
Are you Justin James 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Continuity Wealth Management, Corp.Jan 2022 to now
- Cambridge Investment Research, Inc.Jan 2022 to Dec 2023
- Sustainable Wealth Management Inc.Jan 2020 to Dec 2021
- Landerholm, P.S.Jan 2016 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OR).
Continuity Wealth Management, Corp.
$214.3MAssets managed
270Clients
2Advisers
25 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
- 7203965
- Firm CRD
- 111010