Jeremy D. Curtis

STRATA WEALTH ADVISORS

KATY, TX

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CRD#: 6047425

Professional summary

Jeremy Daniel Curtis, CFP®, who also goes by Jeremy D Curtis, is a registered financial advisor currently at STRATA WEALTH ADVISORS, LLC located in Katy, Texas.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jeremy has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeremy D 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.

Jeremy Curtis is currently employed as a co-owner of Planning Your Money, LLC whose mailing address is 1708 Spring Green Blvd, Suite 120 PMB 1016, Katy, TX 77494, and which creates educational videos and e-Books to help individuals with financial literacy. Planning Your Money, LLC does not provide investment, tax, legal, or any personalized financial advice. This activity accounts for approximately 25% of his time. Jeremy Curtis is currently a licensed insurance agent, however, he no longer sells any insurance products, and is not affiliated with any insurance companies. Jeremy Curtis will not sell any insurance products to clients or prospective clients of LWPS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Daniel 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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

August 6, 2025 - Present

STRATA WEALTH ADVISORS, LLC

RIA

CRD#: 285973

KATY, TX

Past

January 9, 2023 - August 7, 2024

LIGHTSTONE WEALTH PLANNING SOLUTIONS, LLC

RIA

CRD#: 324071

KATY, TX

Past

December 7, 2020 - October 17, 2022

AVIDIAN WEALTH SOLUTIONS

RIA

CRD#: 127186

HOUSTON, TX

Past

May 11, 2012 - March 3, 2014

INTEGRATED WEALTH COUNSEL, LLC

RIA

CRD#: 105538

RENO, NV

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".

STRATA WEALTH ADVISORS, LLC

KPLL LLC | STRATA WEALTH ADVISORS, LLC

CRD#: 285973 / SEC#: 801-110369

RIA

Registered Investment Advisory firm - (4/21/2017 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

Texas
(8/6/2025)

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 65

Date: 5/10/2012

Uniform Investment Adviser Law Examination

Current Firm

STRATA WEALTH ADVISORS, LLC

KPLL LLC | STRATA WEALTH ADVISORS, LLC

CRD#: 285973 / SEC#: 801-110369

RIA

Registered Investment Advisory firm - (4/21/2017 Approved)

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Contact information

Main Address

8750 N. Central Expressway Suite 1875, Dallas, TX 75231

Mailing Address

Phone number

(214) 420-7020

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

FORM ADV PART 2A - FIRM BROCHURE (10/8/2025)

Regulatory assets under management

Total Number of Accounts	1,133
AUM (Assets Under Management)	$ 927,332,469

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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Jeremy D. Curtis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Daniel Curtis's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATA WEALTH ADVISORS, LLC

LIGHTSTONE WEALTH PLANNING SOLUTIONS, LLC

AVIDIAN WEALTH SOLUTIONS

INTEGRATED WEALTH COUNSEL, LLC

Primary Firm SEC Registration

STRATA WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/10/2012

Current Firm

STRATA WEALTH ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATA WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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