Jason Curtis has been an investment adviser representative at LynnLeigh & Company since December 2021, and is not listed among the firm’s executive officers or direct owners.
Lynnleigh & Company, LLC is a Pittsford, NY firm with $162M under management, 288 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Jason P. Curtis is Owner of J. Curtis Wealth Advisory Services, a doing business as name of LynnLeigh & Company, LLC. He started in the financial services business with a broker-dealer in 2009 and opened his business in 2022.
Jason Curtis’ longest registration was 6 years at Edward Jones (2009–2016). Before joining LynnLeigh & Company in 2021, Jason Curtis was registered through Edward Jones.
- Lynnleigh & Company, LLCCurrent– present · 4 yearsRochester, NY · Adviser representative · Firm CRD 285044
- Edward Jones– · 6 yearsRochester, NY · Adviser representative · Firm CRD 250
Professional designations
Listed by LynnLeigh & Company
- CFP®
- CIMA®
Investment adviser representative registrations
Jason Curtis is registered as an investment adviser representative in New York, since December 2021.
- New YorkSince 9 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 9 October 2009 |
| Series 7 | General Securities Representative Examination | 24 September 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Paul Curtis
- CRD
- 5705639
- Firm
- LynnLeigh & Company · CRD 285044
- Office
- 260 East Main St., Suite 3400, Rochester, NY 14604
- Registration
- Investment adviser registration
- In the industry since
- April 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jcurtiswealthadvisory.com
Where does Jason Curtis work?
Jason Curtis is an investment adviser representative registered through Lynnleigh & Company, LLC since December 2021, and is not listed among the firm’s executive officers or direct owners.
Is Jason Curtis a financial advisor?
Yes. Jason Curtis has a current investment-adviser registration in New York, through LynnLeigh & Company since December 2021.
How many years of experience does Jason Curtis have?
Jason Curtis has 13 years in the financial industry, since April 2013, across 2 adviser firms.
What exams has Jason Curtis passed?
Jason Curtis has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2009. FINRA credited Jason Curtis with the SIE, which began in October 2018.
Where did Jason Curtis work before LynnLeigh & Company?
Before LynnLeigh & Company, Jason Curtis was registered through Edward Jones, October 2009 to June 2016.
Where is Jason Curtis based?
Jason Curtis’ registered office is in Rochester, NY.
Is Jason Curtis registered with FINRA?
No. Jason Curtis has no current broker registration.
Is Jason Curtis a CFP?
LynnLeigh & Company lists Jason Curtis with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Jason P. Curtis biography, jcurtiswealthadvisory.com
How can I verify Jason Curtis’ record?
Search CRD 5705639 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Curtis’ full registration record.