Justin James Curtiss

Employer firm

Continuity Wealth Management, Corp. CRD 111010

$214M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2016 → 12/2019
  Landerholm, P.S.
  Vancouver, WA
• 01/2020 → 12/2021
  Sustainable Wealth Management Inc.
  Vancouver, WA
• 01/2022 → Present
  Continuity Wealth Management
  Portland, OR
• 04/2022 → 12/2023
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2022 → 12/2023
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2020-01-21 → 2021-12-22
  Momentous Wealth Management, Inc.
  Vancouver, WA

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-12-29
• S65 Uniform Investment Adviser Law Examination
  2020-01-21

Designations

• Certified Financial Planner