Jordan Curtis has been Managing Member/CCO of Curtis Wealth Management since January 2021, is a control person of the firm and directly owns 75% or more of it. Jordan Curtis holds a Bachelor of Science in Economics from the University of Utah and a Master of Science in Personal Financial Planning from Kansas State University.
Curtis Wealth Management LLC is a Henderson, NV firm with $149M under management, 105 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Jordan Curtis is Founder of Curtis Wealth Management. Curtis has 16 years in the financial services industry, including roles as equity trader, fixed-income trader and wealth manager at two financial firms. Curtis researches strategies and crafts comprehensive financial plans for clients.
Jordan Curtis’ longest registration was 7 years at Advice and Planning Services (2013–2020). Before joining Curtis Wealth Management in 2021, Jordan Curtis was registered through Northwest Asset Management and Advice and Planning Services.
- Curtis Wealth Management LLCCurrent– present · 5 yearsHenderson, NV · Adviser representative · Firm CRD 312245
- Northwest Asset Management– · under a yearHenderson, NV · Adviser representative · Firm CRD 147923
- Advice and Planning Services– · 7 yearsLas Vegas, NV · Adviser representative · Firm CRD 20472
- Strategic Advisers, Inc.– · 5 yearsHenderson, NV · Adviser representative · Firm CRD 104555
Investment adviser representative registrations
Jordan Curtis is registered as an investment adviser representative in 2 states. The first approvals date from April 2021; the most recent is Utah, in September 2021.
- NevadaSince 15 April 2021
- UtahSince 28 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 1 March 2008 |
| Series 7 | General Securities Representative Examination | 18 May 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 November 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 October 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jordan Robert Curtis
- CRD
- 4950045
- Firm
- Curtis Wealth Management · CRD 312245
- Role
- Managing Member/CCO
- Office
- 170 S. GREEN VALLEY PARKWAY, SUITE 300 (OFFICE 351), Henderson, NV 89012
- Registration
- Investment adviser registration
- In the industry since
- January 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- curtiswm.com
Where does Jordan Curtis work?
Jordan Curtis has been Managing Member/CCO of Curtis Wealth Management LLC since January 2021, and is a control person of the firm.
Is Jordan Curtis a financial advisor?
Yes. Jordan Curtis has a current investment-adviser registration in Nevada and Utah, through Curtis Wealth Management since April 2021.
How many years of experience does Jordan Curtis have?
Jordan Curtis has 20 years in the financial industry, since January 2006, across 4 adviser firms.
What exams has Jordan Curtis passed?
Jordan Curtis has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in October 2005. FINRA credited Jordan Curtis with the SIE, which began in October 2018.
Where did Jordan Curtis work before Curtis Wealth Management?
Before Curtis Wealth Management, Jordan Curtis was registered through Advice and Planning Services, October 2013 to November 2020; Strategic Advisers, Inc., December 2007 to September 2013.
Where is Jordan Curtis based?
Jordan Curtis’ registered office is in Henderson, NV.
Is Jordan Curtis registered with FINRA?
No. Jordan Curtis has no current broker registration.
How can I verify Jordan Curtis’ record?
Search CRD 4950045 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jordan Curtis’ full registration record.