James Scott Kantowski
Investment adviser representative at Curio Wealth, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$460.7MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Curio Wealth, LLCJan 2024 to now
- Annapolis Financial Services, LLCJan 2020 to Dec 2023
- Jsk Tax Services, LLCSep 2016 to Dec 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Curio Wealth, LLC
$460.7MAssets managed
354Clients
8Advisers
2 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
- 4417452
- Firm CRD
- 328178