JC
Jason P. Curtis
LYNNLEIGH & COMPANY
Rochester, NY 14604
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CRD#: 5705639
JC
Professional summary
Jason Paul Curtis, CIMA®, who also goes by Jason P Curtis, is a registered financial advisor currently at LYNNLEIGH & COMPANY, LLC located in Rochester, New York.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jason has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason P 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. dba J. Curtis Wealth Advisory Services. Investment Related. 260 East Main Street Suite 3400 Rochester, NY 14604. Start Date 07/01/2022. Operates as a dba for LynnLeigh & Company, LLC. 2. Free2Ski, LLC Investment Related. 1160A Pittsford Victor Road, Pittsford, NY 14534. Sole Owner. Start Date 06/2018. Free2Ski is a "pass through" organization to receives revenues from duties as an IAR of LynnLeigh & Company, LLC. 3. 12 Beach, LLC. Not Investment Related. 12 Beach Terrace, Rochester, NY 14617. Owner. Start Date 01/01/2021. 12 Beach, LLC serves as a "pass through" for me to receive income from my rental property located at 12 Beach Terrace.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Paul Curtis'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®
Experience
Current
December 9, 2021 - Present
LYNNLEIGH & COMPANY, LLC
Office #1: 260 East Main St. Suite 3400, Rochester, NY 14604RIA
CRD#: 285044
Rochester, NY
Past
June 13, 2016 - May 31, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
PITTSFORD, NY
Past
October 12, 2009 - June 14, 2016
EDWARD JONES
RIA
CRD#: 250
ROCHESTER, NY
Past
September 25, 2009 - June 14, 2016
EDWARD JONES
BD
CRD#: 250
ROCHESTER, NY
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".
L&
LYNNLEIGH & COMPANY, LLC
BRAGGING RIGHTS, LLC | LYNNLEIGH & COMPANY, LLC | LYNN LEIGH & COMPANY., LLC | J. CURTIS WEALTH ADVISORY SERVICES | GREAT LAKES FINANCIAL | GILLETTE, REBECCA L. | EVER GREEN WEALTH MANAGEMENT
CRD#: 285044 / SEC#: 801-114238
RIA
Registered Investment Advisory firm - (11/2/2018 Approved)New York
Registered Investment Advisory firm - (11/6/2018 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.Highlighted states indicate IAR registrations
IAR
New York(12/9/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
L&
LYNNLEIGH & COMPANY, LLC
BRAGGING RIGHTS, LLC | LYNNLEIGH & COMPANY, LLC | LYNN LEIGH & COMPANY., LLC | J. CURTIS WEALTH ADVISORY SERVICES | GREAT LAKES FINANCIAL | GILLETTE, REBECCA L. | EVER GREEN WEALTH MANAGEMENT
CRD#: 285044 / SEC#: 801-114238
RIA
Registered Investment Advisory firm - (11/2/2018 Approved)New York
Registered Investment Advisory firm - (11/6/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1160 Pittsford Victor Road, Suite A, Pittsford, NY 14534
Mailing Address
Phone number
(585) 623-5970
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 290 |
| AUM (Assets Under Management) | $ 134,634,429 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LYNNLEIGH & COMPANY, LLC
CRD#: 285044Rochester, NY 14604TRUST BUT VERIFY
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