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Jonathan Curtis

Executive Vice President at Franklin Advisers

Officer record from the firm’s Form ADVForm ADV filed 16 September 2026

Jonathan Curtis is Executive Vice President of Franklin Advisers, Inc., a San Mateo investment adviser.

Role at Franklin Advisers

Title on Schedule A
Executive Vice President
Control
Jonathan Curtis is not a control person of Franklin Advisers.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jonathan Curtis has held the filed role since December 2023.

The firm

Franklin Advisers, Inc.
San Mateo, CA

Form ADV filed 16 September 2026

$509B AUM25,120 clients272 advisers7 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Jonathan Curtis is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Jonathan Curtis
CRD
4853035
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Jonathan Curtis is a portfolio manager in Franklin Equity focused on innovation investing. Official firm biography

Education

  • M.B.A., UC Berkeley Haas School of Business; B.S. in electrical engineering, Rensselaer Polytechnic Institute.Official firm biography

Common questions

Where does Jonathan Curtis work?

Jonathan Curtis has been Executive Vice President of Franklin Advisers, Inc. since December 2023.

Source: Form ADV, Schedule A, filed 16 September 2026

Leadership at Franklin Advisers

Sources

  1. IAPD individual lookup, CRD 4853035. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Franklin Advisers, Inc., filed 16 September 2026. Title, control and ownership bands.
  3. Franklin Advisers team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jonathan Curtis or Franklin Advisers, Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.