James Kantowski has held the title Member at Curio Wealth since October 2023, is a control person of the firm and directly owns between 25% and 50% of it. James Kantowski holds a Bachelor of Science in Accounting from East Tennessee State University.
Curio Wealth, LLC is an Annapolis, MD firm with $461M under management, 354 clients and 9 advisers across 9 offices, as of its September 2026 filing.
Jim Kantowski is Founder & Senior Advisor of Curio Wealth. He is the owner and founder of the firm and also serves as an advisor. He focuses on helping clients who are nearing retirement or have already entered retirement, approaching planning and investments from a tax perspective.
James Kantowski’s longest registration was 10 years at RSM McGladrey LLC (2001–2012). Before joining Curio Wealth in 2024, James Kantowski was registered through Bay Point Wealth and Give.com Investments, LLC.
- Bay Point Wealth– · 3 yearsAnnapolis, MD · Adviser representative · Firm CRD 123095
- Give.com Investments, LLC– · 2 yearsAlexandria, VA · Adviser representative · Firm CRD 167802
- JSK Financial Services LLC– · 8 yearsAnnapolis, MD · Adviser representative · Firm CRD 160195
- RSM McGladrey LLC– · 10 yearsAnnapolis, MD · Adviser representative · Firm CRD 111221
Professional designations
Listed by Curio Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
Investment adviser representative registrations
James Kantowski is registered as an investment adviser representative in Texas, since January 2024.
- TexasSince 2 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 21 May 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 September 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 September 2002 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- James Scott Kantowski
- CRD
- 4417452
- Firm
- Curio Wealth · CRD 328178
- Role
- Member
- Registration
- Investment adviser registration
- In the industry since
- September 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- curiowealth.com
Where does James Kantowski work?
James Kantowski has held the title Member at Curio Wealth, LLC since October 2023, and is a control person of the firm.
Is James Kantowski a financial advisor?
Yes. James Kantowski has a current investment-adviser registration in Texas, through Curio Wealth since January 2024.
How many years of experience does James Kantowski have?
James Kantowski has 25 years in the financial industry, since September 2001, across 5 adviser firms.
What exams has James Kantowski passed?
James Kantowski has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in September 2002.
Where did James Kantowski work before Curio Wealth?
Before Curio Wealth, James Kantowski was registered through Bay Point Wealth, January 2020 to December 2023; Give.com Investments, LLC, August 2013 to December 2015; JSK Financial Services LLC, February 2012 to March 2020; RSM McGladrey LLC, September 2001 to March 2012.
Is James Kantowski registered with FINRA?
No. James Kantowski has no current broker registration.
Is James Kantowski a CFP?
Curio Wealth lists James Kantowski with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify James Kantowski’s record?
Search CRD 4417452 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Kantowski’s full registration record.
