Jordan R. Curtis

CURTIS WEALTH MANAGEMENT LLC

Henderson, NV 89012

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CRD#: 4950045

Professional summary

Jordan Robert Curtis, who also goes by Jordan Robert Curtis Mr, Jordan Curtis, is a registered financial advisor currently at CURTIS WEALTH MANAGEMENT LLC located in Henderson, Nevada.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jordan has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jordan Robert Curtis Mr | Jordan Curtis

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. OWNER: WELCOME HOME VACATION RENTALS LLC START: 11/1/2018 NUMBER OF HOURS: 4 PER MONTH. DURING SECURITY HOURS: 0.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Robert Curtis'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

April 15, 2021 - Present

CURTIS WEALTH MANAGEMENT LLC

Office #1: 170 S. Green Valley Parkway Suite 300 (office 351), Henderson, NV 89012

RIA

CRD#: 312245

Henderson, NV

Past

December 1, 2020 - September 14, 2021

NORTHWEST ASSET MANAGEMENT

RIA

CRD#: 147923

HENDERSON, NV

Past

October 24, 2013 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

LAS VEGAS, NV

Past

October 11, 2013 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

LAS VEGAS, NV

Past

December 6, 2007 - September 13, 2013

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

HENDERSON, NV

Past

May 21, 2007 - September 13, 2013

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

HENDERSON, NV

Past

October 12, 2005 - April 9, 2007

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SALT LAKE CITY, UT

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".

CURTIS WEALTH MANAGEMENT LLC

CRD#: 312245 / SEC#: 801-131657

RIA

Registered Investment Advisory firm - (12/20/2024 Approved)

Colorado

Registered Investment Advisory firm - (2/4/2025 Terminated)

Nevada

Registered Investment Advisory firm - (2/20/2025 Terminated)

Utah

Registered Investment Advisory firm - (2/4/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Nevada
(4/15/2021)

IAR

Utah
(9/28/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/1/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/10/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/18/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/11/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CURTIS WEALTH MANAGEMENT LLC

CRD#: 312245 / SEC#: 801-131657

RIA

Registered Investment Advisory firm - (12/20/2024 Approved)

Colorado

Registered Investment Advisory firm - (2/4/2025 Terminated)

Nevada

Registered Investment Advisory firm - (2/20/2025 Terminated)

Utah

Registered Investment Advisory firm - (2/4/2025 Terminated)

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Contact information

Main Address

170 S. Green Valley Parkway Suite 300 (office 351), Henderson, NV 89012

Mailing Address

Phone number

(702) 720-3551

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A CURTIS WEALTH (3/17/2025)

Regulatory assets under management

Total Number of Accounts	334
AUM (Assets Under Management)	$ 123,812,924

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.

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Advisor Monitoring

Firm Stability Insights

Jordan R. Curtis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Robert Curtis's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHWEST ASSET MANAGEMENT

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS COMPANY LLC

Primary Firm SEC Registration

CURTIS WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/1/2008

Series 63

Date: 11/10/2005

SIE

Date: 10/1/2018

Series 7

Date: 5/18/2007

Series 6

Date: 10/11/2005

Current Firm

CURTIS WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CURTIS WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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