Justin J. Curtiss

CONTINUITY WEALTH MANAGEMENT,

PORTLAND, OR 97219

Some features on this profile are disabled

CRD#: 7203965

Professional summary

Justin James Curtiss, CFP® is a registered financial advisor currently at CONTINUITY WEALTH MANAGEMENT, CORP. located in Portland, Oregon.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Justin has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) GEORGE FOX UNIVERSITY / 414 N Meridian St., Newberg OR 97132 / 08/29/2022 / NIR / ADJUNCT FACULTY - COLLEGE CLASS ON ESTATE PLANNING / 15 HR/MO - 0 HR/MO TRADING 2) WEST HILLS CHRISTIAN SCHOOL, 7945 SW Capitol Hill Rd, Portland OR 97219, 07/2023, BOARD MEMBER, NIR, 10 HR/MO - 5 HR/MO TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin James Curtiss'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: 2020

Experience

Current

February 16, 2022 - Present

CONTINUITY WEALTH MANAGEMENT, CORP.

Office #1: 3605 Sw Multnomah Blvd., Portland, OR 97219

RIA

CRD#: 111010

PORTLAND, OR

Past

July 14, 2022 - December 31, 2023

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

PORTLAND, OR

Past

January 21, 2020 - December 22, 2021

MOMENTOUS WEALTH MANAGEMENT, INC.

RIA

CRD#: 288429

VANCOUVER, WA

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".

CONTINUITY WEALTH MANAGEMENT, CORP.

CONTINUITY WEALTH MANAGEMENT, CORP. | STRATEGIC RESEARCH & MANAGEMENT CORP. | SRM ADVISORS

CRD#: 111010 / SEC#: 801-60320

RIA

Registered Investment Advisory firm - (6/1/2001 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

Oregon
(2/16/2022)

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

Series 63

Date: 12/29/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/21/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/14/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/18/2022

Securities Industry Essentials Examination

Current Firm

CONTINUITY WEALTH MANAGEMENT, CORP.

CONTINUITY WEALTH MANAGEMENT, CORP. | STRATEGIC RESEARCH & MANAGEMENT CORP. | SRM ADVISORS

CRD#: 111010 / SEC#: 801-60320

RIA

Registered Investment Advisory firm - (6/1/2001 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3605 Sw Multnomah Blvd., Portland, OR 97219

Mailing Address

Phone number

(503) 244-8905

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/28/2025)

Regulatory assets under management

Total Number of Accounts	539
AUM (Assets Under Management)	$ 180,625,248

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.

Similar Advisors

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

Devlin Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

Gregory Bowen

MARINER WEALTH

IAR

Portland, OR

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Justin J. Curtiss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin James Curtiss's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

MOMENTOUS WEALTH MANAGEMENT, INC.

Primary Firm SEC Registration

CONTINUITY WEALTH MANAGEMENT, CORP.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/29/2022

Series 65

Date: 1/21/2020

Series 7TO

Date: 7/14/2022

SIE

Date: 3/18/2022

Current Firm

CONTINUITY WEALTH MANAGEMENT, CORP.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONTINUITY WEALTH MANAGEMENT, CORP.

TRUST BUT VERIFY

Similar Advisors