Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Travis Krause is a registered Investment Advisor Representative (IAR) with Curi RMB Capital, LLC. Jay has been in the financial services industry for over 16 years. Jay holds Series 6, 7, 63, 65, and 66 licenses. Jay has experience working with high net worth individuals, corporations, investment companies, and other institutions. Jay also has experience working with pooled investment vehicles such as hedge funds and private equity funds. Jay is located in Denver, Colorado.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CO
01/18/2019 - Present
Curi RMB Capital, LLC (Denver CO)
CO
05/03/2011 - 09/02/2016
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
10/01/2008 - 11/17/2010
J.P. MORGAN SECURITIES LLC (DENVER CO)
CO
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (DENVER CO)
CO
11/08/2005 - 07/01/2006
BANC ONE SECURITIES CORPORATION (DENVER CO)
MA
04/19/2005 - 10/19/2005
J. P. MORGAN INVEST, LLC (BOSTON MA)
NY
12/12/2003 - 10/14/2005
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
MO
06/18/2001 - 12/12/2003
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 01/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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