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Our financial advice team


Jason Curfman, Financial Advisor serving the Raleigh, NC area - Ameriprise Advisors

Jason Curfman

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
BrightWealth Management
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance

Education

  • BS, Mathematics, University of North Carolina, Chapel Hill, North Carolina

Awards & recognition

  • BrightWealth Management, Ameriprise Client Experience Award, 2020, 2022, 2023
  • BrightWealth Management, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I strongly believe in the importance of serving in one's community. My wife and I previously lived in Raleigh and led a DWELL ministry team. DWELL engages targeted neighborhoods all over RDU by relocating teams of people who commit to eat, pray, study, and serve the community together.

We now live in Fuquay-Varina and are actively finding ways to serve our new local community.

Interests

  • Spending time with my wife, Danielle, and our children, Addie and Caleb!
  • Playing soccer, hiking and volunteering with my church, The Summit
  • Reading - Christian Theology and Science Fiction