James Roscoe Durkee
Investment adviser representative at Tailored Wealth Solutions
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$271.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Tailored Wealth SolutionsJul 2026 to now
- Target CorpJan 2017 to Jun 2026
- Bank of America, N.A.Jun 2016 to Dec 2016
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (NY).
Tailored Wealth Solutions
Legal name: Tailored Wealth Solutions, LLC
$271.8MAssets managed
253Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4097796
- Firm CRD
- 340266