James Matthew Serkes
Investment adviser representative at Orange Investment Advisors, Inc.
14 yearsExperience
1 stateRegistered in
$1.7BFirm assets
31 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Orange Investment Advisors, Inc.Mar 2022 to now
- Hudson Valley Investment Advisors, Inc.Jun 2021 to now
- UnemployedJul 2020 to Jun 2021
- Jefferies & Company, Inc.Apr 2012 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Orange Investment Advisors, Inc.
$1.7BAssets managed
1,391Clients
8Advisers
31 yearsIn 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
- 4271004
- Firm CRD
- 107387