James McGarryCRD Number: 4435121
Current Firm: Navellier & Associates Inc.
James McGarry (CRD# 4435121) is an Investment Advisor Representative working at Navellier & Associates Inc. in Hillsborough, NJ and has over 15 years of experience in the finance industry. James McGarry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brighton Financial Planning
Fxp Advisory Services
|Navellier & Associates, Inc.||Reno, NV||Oct 2014 - Current||2|
|Unemployed||Hillsborough, NJ||Nov 2013 - Sep 2014||< 1|
|Sanders Morris Harris Inc.||Houston, TX||Dec 2012 - Oct 2013||< 1|
|Edelman Financial Services LLC||Fairfaz, VA||Dec 2012 - Oct 2013||< 1|
|Zeiders Enterprises, Inc.||Woodbridge, VA||Oct 2012 - Dec 2012||< 1|
|Unemployed||Hillsborough, NJ||Sep 2012 - Oct 2012||< 1|
|Chase Investment Services Corp||Stirling, NJ||Dec 2011 - Aug 2012||< 1|
|Unemployed||Hillsborough, NJ||Jun 2011 - Nov 2011||< 1|
|Axa Advisors, LLC||New York, NY||Jul 2005 - May 2011||5|
|Axa Advisors||Woodbridge, NJ||Jul 2005 - May 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2001|
|S65||NASAA Investment Advisors Law Examination||Apr 2003|
Total Assets Under Management1,540MILLIONS
Total Number of Accounts2,562ACCOUNTS
Average Account Value$600,976
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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