Clayton CurtisCRD Number: 7039542
Current Firm: J.p. Morgan Securities LLC
Clayton Curtis (CRD# 7039542) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Plano , TX and has over 3 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|J.p. Morgan Securities LLC||Plano, TX||Sep 2021 - Current||1|
|Jp Morgan Chase Bank, N.a.||Plano, TX||Sep 2021 - Current||1|
|World Wide Lan Tec||Frisco, TX||Jul 2021 - Sep 2021||< 1|
|Fisher Investments||Plano, TX||Jan 2021 - Jul 2021||< 1|
|Fisher Investments||Plano, TX||Jan 2021 - Jun 2021||< 1|
|Td Ameritrade||Southlake, TX||Jun 2019 - Jan 2021||1|
|Dallas Baptist University||Dallas, TX||Jan 2019 - May 2020||1|
|Td Ameritrade||Southlake, TX||Jan 2019 - May 2019||< 1|
|Caddie Central||Dallas, TX||May 2017 - Dec 2018||1|
|Preston Trail Golf Club||Dallas, TX||Nov 2015 - Apr 2017||1|
|Unemployed||Aubrey, TX||Jun 2015 - Oct 2015||< 1|
|Champs Sports/ Foot Locker||Frisco, TX||Nov 2014 - May 2015||< 1|
|Little Elm High School||Little Elm, TX||Aug 2012 - Oct 2014||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management229,725MILLIONS
Total Number of Accounts856,594ACCOUNTS
Average Account Value$268,184
- A percentage of assets under your management
- 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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