Jeffrey B. Curtis

YOUNG INVESTMENT ADVISORS,

Atlanta, GA 30339

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CRD#: 6697999

Professional summary

Jeffrey B Curtis, who also goes by Jeff Curtis, is a registered financial advisor currently at YOUNG INVESTMENT ADVISORS, INC located in Atlanta, Georgia.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jeffrey has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff 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.

OfficeZilla Franchise Partner Nature of Business: e-commerce/office-supply company 2-3 hours a week Duties: oversight, silent investor

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey B 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®

None

Experience

Current

December 16, 2016 - Present

YOUNG INVESTMENT ADVISORS, INC

Office #1: 100 Galleria Parkway Suite 1300, Atlanta, GA 30339

RIA

CRD#: 117415

Atlanta, GA

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

Georgia
(12/16/2016)

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: 12/14/2016

Uniform Investment Adviser Law Examination

Current Firm

YOUNG INVESTMENT ADVISORS, INC

CRD#: 117415 / SEC#:

Georgia

Registered Investment Advisory firm - (11/19/2001 Approved)

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Contact information

Main Address

3350 Riverwood Parkway Suite 1125, Atlanta, GA 30339

Mailing Address

Phone number

(770) 221-9990

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 6,141

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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Jeffrey B. Curtis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey B Curtis's CRS (Customer Relationship Summary).

Certified licenses

Experience

YOUNG INVESTMENT ADVISORS, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/14/2016

Current Firm

YOUNG INVESTMENT ADVISORS, INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

YOUNG INVESTMENT ADVISORS, INC

TRUST BUT VERIFY

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