Bio
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Jacques Cureton is a seasoned financial professional with 19 years of experience in financial planning, leadership, and corporate finance. He holds various certifications, including Series 7, Series 65, and Series 6, and has a Master of Business Administration degree from New York Institute of Technology. He has worked in various roles, including Managing Partner, Area Manager, Account Executive, Financial Advisor, and Financial Analyst.
Credentials
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General Securities Representative Examination (Series 7)
Financial Industry Regulatory Authority (FINRA)Jun, 2011- Jun, 2026 -
Uniform Investment Advisor Law Examination (Series 65)
Financial Industry Regulatory Authority (FINRA)Dec, 1999- Jun, 2026 -
Uniform Securities Agent State Law Examination (Series 63)
Financial Industry Regulatory Authority (FINRA)Dec, 1995- Jun, 2026 -
Investment Company Products / Variable Contracts Representative Examination (Series 6)
Financial Industry Regulatory Authority (FINRA)Nov, 1995- Jun, 2026 -
Virginia Notary Public
Commonwealth of VirginiaSep, 2013- Jun, 2026 -
Life & Health Insurance Consultant
Virginia State Corporation Commission -
Property & Casualty Insurance Consultant
Virginia State Corporation Commission
Experience
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Managing Partner
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Mar 2005 - Present
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Virginia Retirement Specialist, Inc.
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Norfolk, Virginia Area
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Area Manager
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Jun 2002 - Feb 2005
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Norfolk, Virginia Area
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MONY Life Insurance Company of America
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Norfolk, Virginia Area
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Account Executive
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Jan 2001 - May 2002
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Norfolk, Virginia Area
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First Command Financial Services
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Chesapeake, VA
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Financial Advisor
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Apr 1996 - Dec 2000
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Chesapeake, VA
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US Navy
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Jacksonville, Florida Area
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Medical Service Corps Officer
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Mar 1993 - Mar 1996
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Jacksonville, Florida Area
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Chase
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Greater New York City Area
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Financial Analyst
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Jun 1986 - Feb 1993
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Greater New York City Area
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Education
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1999 - 2000Old Dominion University
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1991 - 1993New York Institute of Technology
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1983 - 1986CUNY York College
Suggested Services
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Industry Focus. “Financial Services”
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