TrueAdvisor
TrueAdvisor
JC
JC

Joseph Donald Curtis

Arax Advisory Partners
15 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningEstate PlanningCharitable GivingTax PlanningInvestment ManagementHigh Net Worth
Arax Advisory Partners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
2,692 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only

Location

16020 Swingley Ridge, Suite 110, Chesterfield, MO, 63017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Arax Advisory Partners
August 2025 - Present · 6 mos
Summit Wealth Strategies
March 2018 - Present · 7 yrs 11 mos
Previous Registrations
BMO Harris Financial Advisors, INC.Broker
January 2014 - March 2018 · 4 yrs 2 mos
Fifth Third Securities, INC.Broker
November 2009 - November 2013 · 4 yrs
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.