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Justin Curtis

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Shelbyville, TN 37160

Credentials

Series 63, Series 65

Industry experience

18 years

About

Justin Curtis is a financial advisor with Eagle Strategies (New York Life) based in Shelbyville, Tennessee. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Curtis also serves on the board of his homeowners association and participates as a public speaker within New York Life offices. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

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 income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Eagle Strategies (NY Life)

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 0.80% annually for Eagle Retirement Plan Consulting Program (CP), fees may be tiered based on asset levels $0+: 0.05% to 0.80% annually for ERISA Investment Manager Program (EIMP), fees may be tiered based on asset levels $0+: 0% to 1.25% annually for Co-Advisory Program (fees are negotiable and charged in addition to Co-Adviser fees) $25,000+: 0% to 1.00% annually for New York Life Premier Advisory Variable Annuity (Advisory VA), fee applies only during accumulation phase

Commissions

IARs receive commissions for insurance, annuities (except Advisory VA), and securities products sold as registered representatives or insurance agents, in addition to advisory fees

Project-based

Hourly fee for advice generally ranges from $100 to $400 per hour, engagements typically not exceeding 12 hours

Subscriptions

Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years, paid annually, monthly or quarterly

Other

Account minimum: $25,000 for the New York Life Premier Advisory Variable Annuity; no minimum for other advisory programs though some third-party managers or co-advisers may have minimums which can be waived or negotiated Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan; financial seminar fees generally range from $35 to $200 per attendee; hourly advice fees generally range from $100 to $400 per hour Fee-only: Financial planning fees, fee-based hourly advice, and financial seminar fees as noted under minimum_fee

Location

2380 Fairfield Pike

Shelbyville, TN 37160

Most active in

Tennessee · Texas

Work history

Eagle Strategies (NY Life)

2012 - Present (14 years)

Curtis Financial Group

2011 - Present (15 years)

NYLIFE SecurIties LLC

2007 - Present (19 years)

New York Life Insurance Company

2007 - Present (19 years)

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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PFS™, Series 66

Tullahoma, TN

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Cameron Ray is a financial advisor with Beam Wealth Advisors, Inc. in Tullahoma, TN, holding a PFS™ designation and Series 66 license, with 25 years of industry experience. He has worked at Beam Wealth Advisors since 2013 and previously at Securities America Inc and Purshe Kaplan Sterling Investments. In addition to his advisory role, he is a CPA and partner at Ray & Gregory PC, a CPA firm. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses, providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs asset allocation and diversification strategies informed by Modern/Post-Modern Portfolio Theory and integrates affiliated tax and CPA services to offer coordinated financial and tax 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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Bryant S

CFP®, PFS™, Series 65

Tullahoma, TN

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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 credentials and bringing 25 years of industry experience. He previously worked at LPL Financial for 14 years before joining Commonwealth and ProVision Financial in 2024. Outside of advising, he is an author of a book on biblical stewardship and serves as a ministry speaker. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs, investment management, and practice-management services. The firm offers discretionary model portfolios and multiple program structures designed to meet diverse client needs.

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

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Series 66

Tullahoma, TN

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

Series 66

Tullahoma, TN

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April Hansert is a Series 66-registered financial advisor with Raymond James Financial, bringing nine years of industry experience. She has worked at Highland Rim Wealth Management and SmartBank, where she also holds an operations management role. Outside of her advisory work, she is an independent consultant for Mary Kay, serving a small circle of friends and family. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to support tailored client strategies.

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Jennifer F

Series 63, Series 65

Shelbyville, TN

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Jennifer Feldhaus is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Raymond James since 2015. Outside of her advisory role, she is president of Feldhaus Investor Services and maintains her CPA license through her accounting practice, Jenni Feldhaus CPA. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, using detailed risk profiling and asset-allocation analysis to tailor recommendations.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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