James Decesare, financial advisor Chowchilla CA

James Decesare

CRD Number: 4552161
Current Firm: Aria Wealth Management

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.

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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
Contact Info for James J. Decesare
Phone Number: 669-222-1155
Firm Website: https://www.ariawm.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    173
    MILLIONS
  • Total Number of Accounts
    621
    ACCOUNTS
  • Average Account Value
    $278,622
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AL, AR, CA, FL, GA, TX

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