Charles F Curtis

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2013 → 04/2019
  Mfs Fund Distributors, Inc.
  Boston, MA
• 04/2019 → 12/2021
  Payden & Rygel
  Los Angeles, CA
• 01/2022 → 09/2023
  First Republic Securities Company, Llc
  Boston, MA
• 01/2022 → 09/2023
  First Republic Investment Management, Inc
  Boston, MA
• 09/2023 → Present
  J.P. Morgan Securities Llc
  Boston, MA
• 10/2023 → Present
  Jp Morgan Chase Bank, N.A.
  Boston, MA

Previous Registrations

• 2022-01-25 → 2025-03-20
  J.P. Morgan Private Wealth Advisors Llc
  Boston, MA

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-09-18

Designations

• Chartered Financial Analyst

Other Names

• Chase Fowler Curtis
• Charles Curtis
• Charles Fowler Curtis
• Chase Curtis