James Decesare (CRD# 4552161) is an Investment Advisor Representative working at Aria Wealth Management in Chowchilla, CA and has over 21 years of experience in the finance industry.
CRD# 1617984
Kovack Advisors, Inc.
CRD# 1727672
Securities America Advisors, Inc.
CRD# 1192451
Wells Fargo Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Aria Wealth Management, Inc. | San Jose, CA | Sep 2017 - Current | 6 |
Concert Wealth Management, Inc. | San Jose, CA | Jan 2007 - Current | 17 |
Private Client Advisors LLC | San Jose, CA | Sep 2011 - Jun 2014 | 2 |
Concert Capital Management Inc. | San Jose, CA | Sep 2011 - Jun 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2002 |
- CA
-
Total Assets Under Management194MILLIONS
-
Total Number of Accounts649ACCOUNTS
-
Average Account Value$299,424
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, CA, FL, GA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.