Clayton Curtis, financial advisor Plano  TX

Clayton Curtis

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Clayton Curtis
Phone Number: 800-999-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    229,725
    MILLIONS
  • Total Number of Accounts
    856,594
    ACCOUNTS
  • Average Account Value
    $268,184
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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