JB
Jeffrey L. Bryden
CURI CAPITAL
Brookfield, WI 53005
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CRD#: 1242129
JB
Professional summary
Jeffrey Lynn Bryden is a registered financial advisor currently at CURI CAPITAL, LLC located in Brookfield, Wisconsin.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Jeffrey has worked at 5 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Lynn Bryden's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 1, 2018 - Present
CURI CAPITAL, LLC
Office #1: 13890 Bishops Drive Suite 350, Brookfield, WI 53005RIA
CRD#: 134249
Brookfield, WI
Past
May 5, 2008 - November 2, 2018
JB INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 146995
BROOKFIELD, WI
Past
October 23, 2001 - May 5, 2008
CAMPBELL NEWMAN ASSET MANAGEMENT INC
RIA
CRD#: 107003
MEQUON, WI
Past
April 21, 1987 - February 4, 1991
AMERICAN GLOBAL WEALTH MANAGEMENT, INC.
BD
CRD#: 7388
Past
April 18, 1984 - January 1, 1987
MASON STREET SECURITIES, INC.
BD
CRD#: 10074
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CURI CAPITAL, LLC
B CAPITAL MANAGEMENT, LLC | RMB JACOBUS | RMB CAPITAL MANAGEMENT, LLC | RMB CAPITAL MANAGEMENT | KDI | JB, A DIVISION OF RMB ASSET MANAGEMENT | IRONBRIDGE, A DIVISION OF RMB ASSET MANAGEMENT | CURI WEALTH MANAGEMENT | CURI RMB JACOBUS | CURI RMB CAPITAL, LLC | CURI RMB ASSET MANAGEMENT | CURI RETIREMENT SERVICES | CURI CAPITAL, LLC | CURI CAPITAL WEALTH BUILDER | CURI CAPITAL RETIREMENT PLAN SOLUTIONS
CRD#: 134249 / SEC#: 801-63939
RIA
Registered Investment Advisory firm - (2/15/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(10/1/2018)
IAR
Wisconsin(10/1/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CC
CURI CAPITAL, LLC
B CAPITAL MANAGEMENT, LLC | RMB JACOBUS | RMB CAPITAL MANAGEMENT, LLC | RMB CAPITAL MANAGEMENT | KDI | JB, A DIVISION OF RMB ASSET MANAGEMENT | IRONBRIDGE, A DIVISION OF RMB ASSET MANAGEMENT | CURI WEALTH MANAGEMENT | CURI RMB JACOBUS | CURI RMB CAPITAL, LLC | CURI RMB ASSET MANAGEMENT | CURI RETIREMENT SERVICES | CURI CAPITAL, LLC | CURI CAPITAL WEALTH BUILDER | CURI CAPITAL RETIREMENT PLAN SOLUTIONS
CRD#: 134249 / SEC#: 801-63939
RIA
Registered Investment Advisory firm - (2/15/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One North Wacker Drive Suite 3500, Chicago, IL 60606
Mailing Address
Phone number
(312) 993-5800
Established
Firm type
Fiscal year end
# of Employees
168
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,209 |
| AUM (Assets Under Management) | $ 9,830,680,915 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/01/2025 | ||
| 11/27/2024 | ||
| 10/27/2023 | ||
| 09/26/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CURI CAPITAL, LLC
CRD#: 134249Brookfield, WI 53005TRUST BUT VERIFY
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