Jonathan A. Curtis
Professional summary
Jonathan Andrew Curtis is a registered financial professional currently at BRIDGE STREET SECURITIES, LLC located in San Francisco, California.
Jonathan is registered as a RR (Registered Representative) and started their career in finance in 1998. Jonathan has worked at 4 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 24 and Series 14 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jonathan Andrew Curtis's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 19, 2010 - Present
BRIDGE STREET SECURITIES, LLC
Office #1: 535 Mission Street 14th Floor, San Francisco, CA 94105Office #2: 535 Mission Street 14th Floor, San Francisco, CA 94105March 22, 2010 - October 21, 2010
FINANCIAL TELESIS INC
March 1, 2000 - December 12, 2007
J.P. MORGAN SECURITIES LLC
July 13, 1998 - March 2, 2000
BANC OF AMERICA SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/27/2010)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
BRIDGE STREET SECURITIES, LLC
CRD#: 152109 / SEC#: , 8-68428
Contact information
FINRA licenses (1 States and Territories)
Documents
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
