Curtis James

Current Employers

Employment History

• 04/2011 → 12/2019
  New York Life Ins. Co.
  Jacksonville, FL
• 06/2011 → 12/2019
  Nylife Securities Llc
  Jacksonville, FL
• 01/2020 → Present
  National Life Group
  Jacksonville, FL
• 01/2020 → Present
  Equity Services, Inc.
  Montpelier, VT

Other Businesses

*RENTAL PROPERTY. 9119 ALTAMONTE DRIVE, JACKSONVILLE, FL 32208; START DATE 05/2005. INV REL. SINGLE FAMILY DWELLING, RECEIVING INVESTMENT INCOME. 100% OWNER OF SOLE PROPRIETORSHIP, 3RD PARTY COMPANY OVERSEES MAINTENANCE AND RENT COLLECTION; 1 HOURS PER MONTH; NOT DURING TRADE HOURS. *CURTIS JAMES JR. 10151 DEERWOOD PARK BLVD,BLDG 300,SUITE 235,JACKSONVILLE,FL,32256. INV REL. JAN 2016. AGENT/OWNER. APPOINTED WITH VARIOUS OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED OUTSIDE INSURANCE PRODUCTS; 15 HOURS PER MONTH. DURING TRADING HOURS. *JACKSONVILLE NAIFA CHAPTER; 4190 BELFORT RD JACKSONVILLE FL. NOT INV REL. JAN 2019. PRESIDENT, BOARD POSITION. OVERSEE THE BOARD, ASSIST WITH SCHEDULING OF EVENTS AND RECRUITING OF NAIFA MEMBERS; 4 HOURS PER MONTH; DURING TRADE HRS. *GRAVITY FINANCIAL. 10151 DEERWOOD PARK BLVD,BLDG 300,SUITE 235,JACKSONVILLE,FL,32256. INV REL. FINANCIAL SERVICES. FOUNDER. CLIENT ACQUISITION AND OVERSEEING ASSISTANT. DURING TRADE HRS. *CURTIS JAMES JR - TRUSTEE. 2597 CARRIAGE LAMP DRIVE JACKSONVILLE FL. NOT INV REL. NOV 2021. SUCCESSOR TRUSTEE OF JESSICA N. MCLIN LIVING TRUST AND EXECUTOR OF ESTATE. TRUSTEE AND EXECUTOR. LONG TERM GUARDIAN AND MEDICAL POA OF MINOR CHILDREN OF JESSICA MCLIN (SISTER). NOT DURING TRADE HRS. *NAIFA - FLORIDA. 10151 DEERWOOD PARK BLVD,BLDG 300,SUITE 235,JACKSONVILLE,FL,32256. NOT INV REL. JAN 2024,DURATION ONE YEAR,SERVING ON STATE BOARD FOR NAIFA (NATIONAL ASSOC. OF INSURANCE AND FINANCIAL ADVISORS) - FLORIDA. DIRECTOR AT LARGE FOR NAIFA. WORK WITH BOARD ON DEVELOPING THE STRATEGIC PLAN FOR NAIFA FLORIDA. DURING SOME TRADE HRS*FLORIDA FINANCIAL AND INSURANCE AGENCY INC (FFIA), 10151 DEERWOOD PARK BLVD, BLDG 300, SUITE 235, JACKSONVILLE, FL, 32256, ONGOING, INV REL, 07/2025, MANAGING DIRECTOR FOR NATIONAL LIFE CLIENT SERVICES AND SALES, SALES MANAGER, DURING TRD/HRS, 50%.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-08
• S63 Uniform Securities Agent State Law Examination
  2012-01-12

Other Names

• Curtis James