Jimmy Curtis has been an investment adviser representative at LEO Wealth Americas since April 2026, and is not listed among the firm’s executive officers or direct owners. Jimmy Curtis studied at West Texas A&M University.
Leo Wealth Americas, LLC is a Hurst, TX firm with $512M under management, 984 clients and 21 advisers across 7 offices, as of its June 2026 filing.
Daryl Curtis is an advisor with Leo Wealth. He assists families, business owners and doctors in minimizing wealth transfers and maximizing wealth with a comprehensive approach. Curtis was affiliated with BFT Financial Group, LLC for client investments for sixteen years until the 2021 merger that formed Leo Wealth.
Jimmy Curtis’ longest registration was 16 years at BFT Financial Group, LLC (2005–2022). Before joining LEO Wealth Americas in 2026, Jimmy Curtis was registered through BFT Financial Group, LLC and Macro Financial Advisors, Inc.
- Leo Wealth Americas, LLCCurrent– present · under a yearAmarillo, TX · Adviser representative · Firm CRD 338799
- Leo Wealth, LLCAlso current– present · 5 yearsAmarillo, TX · Adviser representative · Firm CRD 283891
- BFT Financial Group, LLC– · 16 yearsHurst, TX · Adviser representative · Firm CRD 109121
- Macro Financial Advisors, Inc– · 2 yearsAmarillo, TX · Adviser representative · Firm CRD 127586
- Omega Securities, Inc.– · 4 yearsFort Worth, TX · Adviser representative · Firm CRD 7164
Professional designations
Listed by LEO Wealth Americas
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
Investment adviser representative registrations
Jimmy Curtis is registered as an investment adviser representative in Texas, since October 2021.
- TexasSince 8 October 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 3 September 1983 |
| Series 7 | General Securities Representative Examination | 20 August 1983 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jimmy Daryl Curtis
- CRD
- 1155933
- Firm
- LEO Wealth Americas · CRD 338799
- Office
- 6300 Interstate 40 West, Suite 103, Amarillo, TX 79106
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 1983
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- leowealth.com
Where does Jimmy Curtis work?
Jimmy Curtis is an investment adviser representative registered through Leo Wealth Americas, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jimmy Curtis a financial advisor?
Yes. Jimmy Curtis has a current investment-adviser registration in Texas, through LEO Wealth Americas since April 2026.
How many years of experience does Jimmy Curtis have?
Jimmy Curtis has 43 years in the financial industry, since October 1983, across 5 adviser firms.
What exams has Jimmy Curtis passed?
Jimmy Curtis has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 1983. FINRA credited Jimmy Curtis with the SIE, which began in October 2018.
Where did Jimmy Curtis work before LEO Wealth Americas?
Before LEO Wealth Americas, Jimmy Curtis was registered through BFT Financial Group, LLC, October 2005 to January 2022; Macro Financial Advisors, Inc, October 2003 to October 2005; Omega Securities, Inc., December 1998 to April 2003.
Where is Jimmy Curtis based?
Jimmy Curtis’ registered office is in Amarillo, TX.
Is Jimmy Curtis registered with FINRA?
Yes. Jimmy Curtis has a current broker registration, under CRD 1155933.
Source: FINRA BrokerCheck
How can I verify Jimmy Curtis’ record?
Search CRD 1155933 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jimmy Curtis’ full registration record.
