John Joseph Papielion

Employer firm

Tailored Wealth Solutions CRD 340266

$272M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 09/2017
  Cdphp Fitness Center
  Albany, NY
• 12/2016 → 12/2019
  Albany Accounting
  Albany, NY
• 05/2021 → Present
  Fiternity
  Schenectady, NY
• 08/2016 → 05/2021
  University At Albany
  Albany, NY
• 05/2022 → Present
  Tailored Wealth Solutions
  Saratoga Springs, NY
• 08/2021 → 05/2022
  Teal Becker & Chiaramonte Cpa
  Albany, NY
• 09/2022 → 03/2026
  Nylife Securities Llc
  Latham, NY
• 03/2023 → 03/2026
  Eagle Strategies Llc
  Saratoga Springs, NY

Previous Registrations

• 2023-03-29 → 2026-03-20
  Eagle Strategies Llc
  Saratoga Springs, NY

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; COMMISSIONS; 30 HOURS PER MONTH; INVESTMENT RELATED] [Crossfit Schenectady; I am a part time employee working as a fitness coach at Crossfit Schenectady; I coach group fitness classes; not an investment related business; 296 Morris Rd, Schenectady, NY 12303; 12 hours per month, 0 hours during securities trading hours; employee]

Exams

• S66 Uniform Combined State Law Examination
  2023-03-17

Designations

• Certified Financial Planner

Other Names

• John Joseph Papielion