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JM

John A. Menton

CURI CAPITAL
Lake Forest, IL 60045
Some features on this profile are disabled
CRD#: 4295176
JM

Professional summary

John Aloysius Menton IV, who also goes by Jay Menton, is a registered financial advisor currently at CURI CAPITAL, LLC located in Lake Forest, Illinois.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. John has worked at 6 firms and has passed the Series 63, Series 65, Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jay Menton

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:JAMCAP LLC INV REL:Y ADDR:23 WARWICK RD WINNETKA IL 60093, NATURE:INDEPENDENT INVESTMENT ADVISOR (NON CRIA) POSITION:OWNER START:01/01/2012 NO HR/MO:10 NO HR/MO DUR TRADING:5.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Aloysius Menton IV's CRS (Customer Relationship Summary).
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®
None

Experience

Current

September 9, 2022 - Present

CURI CAPITAL, LLC

Office #1: 272 Market Square Suite 214, Lake Forest, IL 60045
RIA
CRD#: 134249
Lake Forest, IL
Past

April 17, 2020 - February 10, 2021

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
Winnetka, IL
Past

March 13, 2020 - February 10, 2021

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Winnetka, IL
Past

January 11, 2017 - September 1, 2022

JAMCAP LLC

RIA
CRD#: 286302
Winnetka, IL
Past

August 11, 2011 - December 13, 2012

U.S. FINANCIAL INVESTMENTS, INC.

BD
CRD#: 120804
NEW YORK, NY
Past

November 20, 2003 - July 14, 2005

CREDIT SUISSE SECURITIES (USA) LLC

RIA
CRD#: 816
CHICAGO, IL
Past

January 17, 2003 - July 14, 2005

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

October 24, 2001 - January 17, 2003

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ

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
(9/9/2022)
IAR
Texas
(9/9/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 7/13/2020
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/14/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 11/4/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/13/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/11/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/10/2011
General Securities Representative Examination

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

JULY 1, 2025 FORM ADV PART 2A CURI RMB CAPITAL, LLC (7/3/2025)

Regulatory assets under management

Total Number of Accounts13,209
AUM (Assets Under Management)$ 9,830,680,915

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
05/01/2025
Cover Page
Report
11/27/2024
Cover Page
Report
10/27/2023
Cover Page
Report
09/26/2022
Cover Page
Report

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.

Company Information

CURI CAPITAL, LLC

CRD#: 134249Lake Forest, IL 60045

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