Jim R Durham

Current Employers

Employment History

• 11/1982 → Present
  Jim R Durham Cpa (Self Employed)
  Nashville, TN
• 04/1997 → 09/2025
  Avantax Investment Services, Inc.
  Nashville, TN
• 11/1997 → 09/2025
  Avantax Advisory Services
  Nashville, TN
• 07/2002 → 09/2025
  Avantax Insurance Agency, Llc
  Nashville, TN
• 01/2023 → Present
  Winchell Cpa & Advisory Services Pllc - Dba Jim Durham Cpa
  Nashville, TN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Dickson, TN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2004-03-29 → 2025-09-05
  Avantax Advisory Services
  Nashville, TN

Other Businesses

1) Durham CPAs & Financial Services~318 E College St Ste 306~Dickson~TN~37055~Accounting/Bookkeeping (No Tax Preparation)~Owner/Sole Proprietor~12/1/2009~40hrs~40hrs~Bookkeeping, Audit Prep, Tax Preparation, LTC Insurance & Life Insurance 2) Jim Durham - CPA~171 Belle Forest Cir~Nashville~TN~37221~Accounting/Bookkeeping (No Tax Preparation)~Owner/Sole Proprietor~10/2/1982~120hrs~120hrs~Monthly and qrty bookkeeping, tax preparation, payroll from prep, sell insurance.| 3) WINCHELL CPA & ADVISORY SERVICES PLLC - DBA JIM DURHAM CPA POSITION: CPA and Wealth Advisor NATURE: Certified Public Accounting firm that offers accounting tax preparation, and consultation services for individual, corporate, partnership, estate, fiduciary, and nonprofit taxpayers INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2023 ADDRESS: 171 Belle Forest Cir, Ste B, Nashville TN 37221, United States DESCRIPTION: My responsibilities include meeting with clients for tax, accounting and financial consultations. I prepare tax returns for individual, corporate, partnership, estate, fiduciary, and nonprofit taxpayers. I assist clients in wealth management goals with advise on how to invest by incorporating tax savings strategies.?

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-05-19

Other Names

• Jim R Durham