Jonathan T. Brooks

BLUE CURVE ADVISORY

TOWSON, MD 21286

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CRD#: 7631708

Professional summary

Jonathan Trevor Brooks is a registered financial advisor currently at BLUE CURVE ADVISORY, LLC located in Towson, Maryland.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jonathan has worked at 1 firm and has passed the SIE exam.

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.

Cardinal and Gold Aquatics; Non-Investment Related; 8102 Laselle Road; Assistant Part Time Swim Coach; Start September 2023; 2 hrs/month; none during trading hours; swim instructor

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Trevor Brooks'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

September 23, 2025 - Present

BLUE CURVE ADVISORY, LLC

Office #1: 8600 Lasalle Road Suite 312, Towson, MD 21286

RIA

CRD#: 333724

TOWSON, MD

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".

BLUE CURVE ADVISORY, LLC

CRD#: 333724 / SEC#: 801-131821

RIA

Registered Investment Advisory firm - (1/15/2025 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

Maryland
(9/23/2025)

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

General Industry/Product Exam

SIE

Date: 10/20/2023

Securities Industry Essentials Examination

Current Firm

BLUE CURVE ADVISORY, LLC

CRD#: 333724 / SEC#: 801-131821

RIA

Registered Investment Advisory firm - (1/15/2025 Approved)

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Contact information

Main Address

8600 Lasalle Road Suite 312, Towson, MD 21286

Mailing Address

Phone number

(410) 339-5771

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLUE CURVE ADVISORY, LLC_ADV BROCHURE (5/15/2025)

Regulatory assets under management

Total Number of Accounts	938
AUM (Assets Under Management)	$ 103,195,267

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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Jonathan T. Brooks

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Trevor Brooks's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUE CURVE ADVISORY, LLC

Primary Firm SEC Registration

BLUE CURVE ADVISORY, LLC

State Registrations and Notice Filings

Exams

SIE

Date: 10/20/2023

Current Firm

BLUE CURVE ADVISORY, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUE CURVE ADVISORY, LLC

TRUST BUT VERIFY

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