JC
Jacques C. Cureton
INTERACTIVE FINANCIAL ADVISORS
Jacksonville, FL 32258
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CRD#: 2661867
JC
Professional summary
Jacques C Cureton, who also goes by Jacques Cureton, is a registered financial advisor currently at INTERACTIVE FINANCIAL ADVISORS located in Jacksonville, Florida and FORTUNE FINANCIAL SERVICES, INC. located in Jacksonville, Florida.
Jacques is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Jacques has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jacques Cureton
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.
1) NAME OF BUSINESS: INTERACTIVE ADVISORY NETWORK; NATURE OF BUSINESS: ALL LINES INSURANCE AGENCY; LOCATION: 12724 GRAN BAY PARKWAY WEST, JACKSONVILLE, FL 32258; TITLE: PRESIDENT; START DATE: 11/2013; APPROXIMATE NUMBER OF HOURS PER MONTH: 30; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 2.5 DESCRIPTION: ANALYZE, SELL & SERVICE INSURANCE PRODUCTS (ALL-LINES) 2.) NAME OF BUSINESS: INTERACTIVE FINANCIAL ADVISORS; NATURE OF BUSINESS: INVESTMENT ADVISORY SERVICES; LOCATION: 12724 GRAN BAY PARKWAY WEST, JACKSONVILLE, FL 32258; TITLE: MANAGING PARTNER; START DATE: 02/2005; APPROXIMATE NUMBER OF HOURS PER MONTH: 125; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 5 3.) NAME OF BUSINESS: JACQUES CURETON; NATURE OF BUSINESS: INCOME TAX PREPARATION SERVICE; LOCATION: 12724 GRAN BAY PARKWAY WEST, JACKSONVILLE, FL 32258; TITLE: TAX PREPARER; START DATE: 12/2015; APPROXIMATE NUMBER OF HOURS PER MONTH: 20 (SEASONAL); APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 2 HOURS 4.) NAME OF BUSINESS: ON-CALL PROFESSIONAL SERVICES, LLC - COMPREHENSIVE NOTARY SERVICES: LOCATION: 12724 GRAN BAY PARKWAY WEST, JACKSONVILLE, FL 32258; START DATE: 9/16/2022; APPROXIMATE NUMBER OF HOURS PER MONTH: AS NEEDED 5.) NAME OF BUSINESS: TUNGSTEN PROPERTIES LLC - HOLDING COMPANY FOR FAMILY OWNED RENTAL PROPERTIES; START DATE: 1/19/2023; APPROXIMATE NUMBER OF HOURS PER MONTH: AS NEEDED
CRS (Client Relationship Summary) - RIA
Click below to view Jacques C Cureton'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
February 23, 2005 - Present
INTERACTIVE FINANCIAL ADVISORS
Office #1: 12724 Gran Bay Parkway West Bartram Park Blvd, Suite 410, Jacksonville, FL 32258RIA
CRD#: 125117
Jacksonville, FL
Current
September 8, 2020 - Present
FORTUNE FINANCIAL SERVICES, INC.
Office #1: 12724 Gran Bay Parkway West Bartram Park Blvd, Suite 410, Jacksonville, FL 32258BD
CRD#: 42150
Jacksonville, FL
Past
February 4, 2014 - August 24, 2020
BROOKLIGHT PLACE SECURITIES, INC.
BD
CRD#: 15764
JACKSONVILLE, FL
Past
July 1, 2010 - December 31, 2013
GWN SECURITIES INC.
BD
CRD#: 128929
NEWPORT NEWS, VA
Past
February 15, 2005 - July 1, 2010
MM ASCEND LIFE INVESTOR SERVICES, LLC
BD
CRD#: 36451
VIRGINA BEACH, VA
Past
January 5, 2005 - February 23, 2005
PMG ASSET MANAGEMENT INC
RIA
CRD#: 110825
VIRGINIA BEACH, VA
Past
January 9, 2004 - December 31, 2004
PMG SECURITIES CORPORATION
RIA
CRD#: 27107
VIRGINIA BEACH, VA
Past
September 6, 2002 - December 31, 2003
PMG ASSET MANAGEMENT INC
RIA
CRD#: 110825
CHESAPEAKE, VA
Past
June 5, 2002 - February 15, 2005
PMG SECURITIES CORPORATION
BD
CRD#: 27107
ELGIN, IL
Past
January 17, 2001 - June 4, 2002
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
Past
February 16, 1996 - December 18, 2000
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
FORT WORTH, TX
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".
IF
INTERACTIVE FINANCIAL ADVISORS
INTERACTIVE FINANCIAL ADVISORS | JOANNE M. WOITESHEK/INTERACTIVE FINANCIAL ADVISORS | INTERACTIVE FINANCIAL ADVISORS, INC.
CRD#: 125117 / SEC#: 801-63771
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Arizona
Registered Investment Advisory firm - (1/4/2005 Terminated)California
Registered Investment Advisory firm - (1/4/2005 Terminated)Colorado
Registered Investment Advisory firm - (2/3/2005 Terminated)Florida
Registered Investment Advisory firm - (1/4/2005 Terminated)Georgia
Registered Investment Advisory firm - (1/4/2005 Terminated)Illinois
Registered Investment Advisory firm - (1/4/2005 Terminated)North Carolina
Registered Investment Advisory firm - (1/4/2005 Terminated)Tennessee
Registered Investment Advisory firm - (2/3/2005 Terminated)Texas
Registered Investment Advisory firm - (1/4/2005 Terminated)Virginia
Registered Investment Advisory firm - (1/4/2005 Terminated)Wisconsin
Registered Investment Advisory firm - (1/5/2005 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Florida(2/4/2019)
RR
Florida(9/8/2020)
IAR
Louisiana(10/11/2007)
IAR
Virginia(2/23/2005)
RR
Virginia(9/8/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IF
INTERACTIVE FINANCIAL ADVISORS
INTERACTIVE FINANCIAL ADVISORS | JOANNE M. WOITESHEK/INTERACTIVE FINANCIAL ADVISORS | INTERACTIVE FINANCIAL ADVISORS, INC.
CRD#: 125117 / SEC#: 801-63771
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Arizona
Registered Investment Advisory firm - (1/4/2005 Terminated)California
Registered Investment Advisory firm - (1/4/2005 Terminated)Colorado
Registered Investment Advisory firm - (2/3/2005 Terminated)Florida
Registered Investment Advisory firm - (1/4/2005 Terminated)Georgia
Registered Investment Advisory firm - (1/4/2005 Terminated)Illinois
Registered Investment Advisory firm - (1/4/2005 Terminated)North Carolina
Registered Investment Advisory firm - (1/4/2005 Terminated)Tennessee
Registered Investment Advisory firm - (2/3/2005 Terminated)Texas
Registered Investment Advisory firm - (1/4/2005 Terminated)Virginia
Registered Investment Advisory firm - (1/4/2005 Terminated)Wisconsin
Registered Investment Advisory firm - (1/5/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Batson Ct. Suite 104, New Lenox, IL 60451
Mailing Address
Phone number
(630) 472-1300
Established
Firm type
Fiscal year end
# of Employees
37
SEC notice filing (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,858 |
| AUM (Assets Under Management) | $ 337,782,613 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INTERACTIVE FINANCIAL ADVISORS
CRD#: 125117Jacksonville, FL 32258TRUST BUT VERIFY
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