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Jackie Kyle Curtis

LPl Financial LLC

Lipan, TX

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-05
  • TX RA
    APPROVED
    Since 2026-06-05

Branch Locations

Lipan, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Westlake TX 02/2006 06/2026
Lpl Financial Llc Lipan TX 06/2026 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 06/2026
Fidelity Investments Boston MA 03/2025 06/2026
  • 02/2006 → 06/2026
    Fidelity Investments
    Westlake, TX
  • 06/2026 → Present
    Lipan, TX
  • 07/2018 → 06/2026
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → 06/2026
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-31 → 2026-06-11
    Lipan, TX
    Westlake, TX
    Boston, MA
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Lipan, TX
    Westlake, TX
  • 2007-12-04 → 2018-07-13
    Westlake, TX
Other Businesses

1- 06/17/2026 - JKC Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/05/2026 - 160 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-03
S63 Uniform Securities Agent State Law Examination 2007-04-24
  • S66 Uniform Combined State Law Examination
    2007-12-03
  • S63 Uniform Securities Agent State Law Examination
    2007-04-24
Other Names
  • Jackie Curtis
  • Jackie Kyle Curtis
  • Kyle Kyle Curtis
  • Kyle Curtis

View on SEC IAPD

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