Best Investors Account Sign in
Inactive

John Weber

Curi Capital, LLC

Chicago, IL

Washington D.C., DC

CRD 7650115

Claim This Profile
Employer firm

Curi Capital, LLC CRD 134249

$11.6B regulatory AUM 84 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Curi Capital, Llc

One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2024-05-24
  • DC RA
    APPROVED
    Since 2024-05-24

Branch Locations

One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States

799 9Th Street Nw Suite 325, Washington D.C., DC 20001 • 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
Omega Wealth Management Llc Arlington VA 06/2021 06/2023
Omega Wealth Management Llc Arlington VA 06/2020 08/2020
United States Department Of Agriculture Blacksburg VA 02/2019 09/2019
Partners In Financial Planning Salem VA 05/2019 09/2019
Cardinal Valley Industrial Supply Salem VA 06/2018 09/2018
Virginia Polytechnic Institute And State University Blacksburg VA 08/2017 05/2021
Full-Time Education Roanoke VA 09/2012 06/2017
Rmb Capital, Llc Washington DC 08/2023 12/2023
Curi Rmb Capital, Llc Washington DC 01/2024 Present
  • 06/2021 → 06/2023
    Arlington, VA
  • 06/2020 → 08/2020
    Arlington, VA
  • 02/2019 → 09/2019
    United States Department Of Agriculture
    Blacksburg, VA
  • 05/2019 → 09/2019
    Partners In Financial Planning
    Salem, VA
  • 06/2018 → 09/2018
    Cardinal Valley Industrial Supply
    Salem, VA
  • 08/2017 → 05/2021
    Virginia Polytechnic Institute And State University
    Blacksburg, VA
  • 09/2012 → 06/2017
    Full-Time Education
    Roanoke, VA
  • 08/2023 → 12/2023
    Rmb Capital, Llc
    Washington, DC
  • 01/2024 → Present
    Curi Rmb Capital, Llc
    Washington, DC
Previous Registrations
Other Businesses

NAME OF BUSINESS: J AND J INVESTMENTS LLC. INVESTMENT RELATED: YES - REAL ESTATE ONLY. ADDRESS: 4256 KINGS CT DR, ROANOKE, VA 24018. NATURE OF BUSINESS: REAL ESTATE INVESTMENT. POSITION/TITLE: PARTNER. START DATE: 08/20/2021. APPROX HOURS/MONTH: 10. APPROX HOURS/MONTH DURING SECURITIES TRADING HOURS: ZERO. DUTIES: PASSIVE REAL ESTATE INVESTMENT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-03
  • S65 Uniform Investment Adviser Law Examination
    2022-09-03
Designations
  • Certified Financial Planner
Other Names
  • Johnny Weber
  • John Weber

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Chicago, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor