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Justin B Curtis

Advisor at Eagle Strategies (NY Life) — Shelbyville, TN

Updated today

Credentials

Series 63, Series 65

Experience

18 years

Location

Shelbyville, TN 37160

Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Total advisors

2,503

Across 960 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Justin Curtis is a financial advisor with Eagle Strategies (NY Life) in Shelbyville, TN. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Curtis has been with Eagle Strategies since 2012 and also operates Curtis Financial Group. He serves on the board of a homeowners association and engages in public speaking for New York Life offices. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides advice through various program types, emphasizing tailored recommendations and managing the majority of assets on a non-discretionary basis.

Client services

Based on Eagle Strategies (NY Life)

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Eagle Strategies (NY Life)

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy

Occupation focus

Based on Eagle Strategies (NY Life)

Founder/Business Owner Executive

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Fee options

Fixed

One-time seminar fees generally range from $35 to $200 per attendee

Percentage

$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)

Project-based

Fee-based hourly advice ranges from $100 to $400 per hour

Subscriptions

Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly

Other

Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour

Location

See office

Shelbyville, TN

2380 Fairfield Pike

Shelbyville TN 37160

Advisors at this office

1

Most active in

Tennessee · Texas

Work history

18 years of industry experience

Eagle Strategies (NY Life)

2012 - Present • 14 years

Franklin, TN

Curtis Financial Group

2011 - Present • 15 years

Franklin, TN

NYLIFE SecurIties LLC

2007 - Present • 19 years

Franklin, TN

New York Life Insurance Company

2007 - Present • 19 years

Franklin, TN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Cameron R

PFS™, Series 66

Tullahoma, TN

Beam Wealth Advisors, Inc.

Cameron Ray is a financial advisor at Beam Wealth Advisors, Inc. with 26 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at Beam Wealth Advisors since 2013. In addition to his advisory role, he is a partner at the CPA firm Ray & Gregory PC. Beam Wealth Advisors, Inc. is a multi-team registered investment adviser managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans with wealth management, financial planning, and portfolio management services, emphasizing asset allocation and portfolio construction based on Modern and Post-Modern Portfolio Theory and behavioral finance.

Private / alternative investments Concentrated stock management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Bryant S

CFP®, PFS™, Series 65

Tullahoma, TN

Beam Wealth Advisors, Inc.

Bryant Swann is a CFP® and PFS™ credentialed advisor with Beam Wealth Advisors, Inc., based in Tullahoma, TN, with three years of industry experience. He is also a CPA and partner at the accounting firm Ray & Gregory PC, where he performs tax preparation, tax planning, bookkeeping, and client relations. Prior to his current roles, he worked at Cracker Barrel Old Country Store and the Department of Defense. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs asset allocation and diversification strategies guided by Modern/Post-Modern Portfolio Theory and integrates affiliated tax and CPA services for coordinated planning.

Private / alternative investments Concentrated stock management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael B

CFP®, Series 66

Tullahoma, TN

Commonwealth Financial Network

Michael Byrom is a financial advisor with Commonwealth Financial Network in Tullahoma, TN, holding CFP® and Series 66 designations and bringing 26 years of industry experience. His prior experience includes 14 years at LPL Financial and involvement with ProVision Financial. He is the author of the book "Seeing Money God's Way - Your Guide to Biblical Stewardship" and participates as a ministry speaker. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired

Aaron C

Series 66

Tullahoma, TN

Edward Jones

Aaron Carmack is a financial advisor with Edward Jones in Tullahoma, TN, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Carmack serves as President of the Tullahoma Fine Arts Center board, assisting with fundraising and event coordination. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a large nationwide network of advisors. The firm offers a range of investment strategies and operates under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Wealth management Founder/Business Owner
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April H

Series 66

Tullahoma, TN

Raymond James Financial

April Hansert is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds a Series 66 designation and has worked previously with Highland Rim Wealth Management and SmartBank. Outside of her advisory role, she is an independent consultant for Mary Kay, serving a small group of friends and family. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary investment consulting and supports institutional consulting and portfolio management through a large advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jennifer F

Series 63, Series 65

Shelbyville, TN

Raymond James Financial

Jennifer Feldhaus is a financial advisor at Raymond James Financial with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services Advisors, Inc. since 2015. Outside of her advisory role, she is the president of Feldhaus Investor Services and maintains an active CPA license through her accounting practice, Jenni Feldhaus CPA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting through analytical tools and supports its clients via a broad advisor network and specialized programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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