Jack CurtisCRD Number: 6550820
Current Firm: Lion Street Advisors, LLC
Jack Curtis (CRD# 6550820) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Mission, KS and has over 3 years of experience in the finance industry.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Curtis & Associates||Mission, KS||May 2018 - Current||3|
|Lion Street Financial||Mission, KS||May 2018 - Current||3|
|Dechra Veterinary Products||Overland Park, KS||Feb 2016 - May 2018||2|
|Unemployed||Overland Park, KS||Dec 2015 - Jan 2016||< 1|
|New York Life Insurance||Overland Park, KS||Sep 2015 - Nov 2015||< 1|
|Student||Overland Park, KS||Jun 2008 - Aug 2015||7|
|Crossover Liquor||Fayetteville, AR||Aug 2014 - Jun 2015||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2018|
Total Assets Under Management1,147MILLIONS
Total Number of Accounts4,101ACCOUNTS
Average Account Value$279,788
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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