Jeremy Daniel Curtis

Employer firm

Strata Wealth Advisors, LLC CRD 285973

$886M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 11/2020
  New York Life Insurance Company
  Addison, TX
• 10/2022 → 08/2024
  Lightstone Wealth Planning Solutions, Llc
  Katy, TX
• 07/2025 → Present
  Strata Wealth Advisors, Llc
  Katy, TX
• 05/2024 → 07/2025
  The Curtis Law Firm, Pllc
  Katy, TX
• 12/2020 → 10/2022
  Avidian Wealth Solutions
  Houston, TX
• 02/2025 → 07/2025
  Guardian Life Insurance Company
  Katy, TX

Previous Registrations

• 2023-01-09 → 2024-08-07
  Lightstone Wealth Planning Solutions, Llc
  Katy, TX
• 2020-12-07 → 2022-10-17
  Avidian Wealth Solutions
  Houston, TX
• 2012-05-11 → 2014-03-03
  Integrated Wealth Counsel, Llc
  Reno, NV

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-05-10

Designations

• Certified Financial Planner

Other Names

• Jeremy D Curtis