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JD

James R. Durkee

TAILORED WEALTH SOLUTIONS
SARATOGA SPRINGS, NY 12866
Some features on this profile are disabled
CRD#: 4097796
JD
James Roscoe Durkee Jr.TAILORED WEALTH SOLUTIONS

Professional summary

James Roscoe Durkee Jr., CFP®, who also goes by James R Durkee, James Roscoe Durkee Jr, James Roscoe Durkee, is a registered financial advisor currently at TAILORED WEALTH SOLUTIONS located in Saratoga Springs, New York.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. James has worked at 10 firms and has passed the Series 65, Series 63, Series 66, SIE, Series 7 and Series 31 exams.

At a Glance

Always Fiduciary

Aliases

James R Durkee | James Roscoe Durkee Jr | James Roscoe Durkee

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Roscoe Durkee Jr.'s CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2013

Experience

Current

August 11, 2026 - Present

TAILORED WEALTH SOLUTIONS

Office #1: 110 Henry St., Saratoga Springs, NY 12866
RIA
CRD#: 340266
SARATOGA SPRINGS, NY
Past

April 7, 2016 - December 21, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SARATOGA SPRINGS, NY
Past

April 6, 2016 - December 21, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SARATOGA SPRINGS, NY
Past

January 11, 2014 - April 22, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
HALFMOON, NY
Past

October 17, 2013 - April 22, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
HALFMOON, NY
Past

October 18, 2007 - June 6, 2014

ATLAS PRIVATE WEALTH MANAGEMENT, LLC

RIA
CRD#: 145331
WILLIAMSTOWN, MA
Past

January 12, 2006 - September 26, 2006

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
ALBANY, NY
Past

April 3, 2003 - January 31, 2006

MERCER ALLIED COMPANY, L.P.

BD
CRD#: 37404
COHOES, NY
Past

January 28, 2002 - June 20, 2002

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

January 28, 2002 - June 20, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

March 23, 2001 - October 30, 2001

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

March 15, 2000 - November 10, 2000

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(8/11/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/29/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/21/2014
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 4/10/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/21/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/10/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 31
Date: 4/27/2001
Futures Managed Funds Examination

Current Firm

TW
TAILORED WEALTH SOLUTIONS
TAILORED WEALTH SOLUTIONS | TAILORED WEALTH SOLUTIONS, LLC

CRD#: 340266 / SEC#: 801-135304

RIA
Registered Investment Advisory firm - (2/6/2026 120-Day Approval)
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Contact information

Main Address
110 Henry St., Saratoga Springs, NY 12866
Mailing Address
Phone number
(518) 583-4800
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TWS ADV2A FIRM BROCHURE (1/9/2026)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TAILORED WEALTH SOLUTIONS

CRD#: 340266Saratoga Springs, NY 12866

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