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James Michael Curtis

Edelman Financial Engines

Conshohocken, PA

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-02-06
  • PA RA
    APPROVED
    Since 2026-02-06

Branch Locations

100 Front St Suite 1210, Conshohocken, PA 19428 • 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
Edelman Financial Engines Santa Clara CA 02/2026 Present
Tanner Brothers Dairy Farm Ivyland PA 07/2017 06/2018
Council Rock High School North Newtown PA 09/2015 06/2019
Dan's Auto Center Wrightstown PA 08/2018 04/2019
Slack's Hoagie Shack Newtown PA 03/2019 07/2019
Unemployed Warminster PA 07/2019 08/2019
Temple University Philadelphia PA 08/2019 06/2023
Doordash, Inc Newtown PA 05/2020 02/2024
Sei Investment Company Oaks PA 07/2023 01/2026
  • 02/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
  • 07/2017 → 06/2018
    Tanner Brothers Dairy Farm
    Ivyland, PA
  • 09/2015 → 06/2019
    Council Rock High School North
    Newtown, PA
  • 08/2018 → 04/2019
    Dan's Auto Center
    Wrightstown, PA
  • 03/2019 → 07/2019
    Slack's Hoagie Shack
    Newtown, PA
  • 07/2019 → 08/2019
    Unemployed
    Warminster, PA
  • 08/2019 → 06/2023
    Temple University
    Philadelphia, PA
  • 05/2020 → 02/2024
    Doordash, Inc
    Newtown, PA
  • 07/2023 → 01/2026
    Sei Investment Company
    Oaks, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-10-06
S65 Uniform Investment Adviser Law Examination 2025-05-19
  • S63 Uniform Securities Agent State Law Examination
    2025-10-06
  • S65 Uniform Investment Adviser Law Examination
    2025-05-19

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · Conshohocken, PA
ARSENAL CAPITAL ADVISORS LLC · CONSHOHOCKEN, PA
UBS FINANCIAL SERVICES INC. · CONSHOHOCKEN, PA
INDEPENDENT FINANCIAL PARTNERS · Conshohocken, PA
HBKS WEALTH ADVISORS · CONSHOHOCKEN, PA
WILLIAM BLAIR · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CONSHOHOCKEN, PA

More in Conshohocken, PA

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