James Desimone, financial advisor North Brunswick NJ

James Desimone

CRD Number: 5920013
Current Firm: Desimone Investments, LLC

James Desimone (CRD# 5920013) is an Investment Advisor Representative working at Desimone Investments, LLC in North Brunswick, NJ and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Desimone Investments, LLC North Brunswick, NJ Feb 2011 - Current 13
Johnson & Johnson Raritan, NJ Jun 2007 - Oct 2016 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2011
Contact Info for James S. Desimone
Phone Number: 732-801-5724
Firm Website: http://verwealth.com/
Registered State(s):
  • NJ
Current Firm Details
Desimone Investments, LLC
Firm's CRD Number: 156990
By the Numbers
  • Total Assets Under Management
    50
    MILLIONS
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $227,162
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
  • Pension consulting services
Types of Clients
Registered States

NJ

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