James DecesareCRD 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 15 years of experience in the finance industry.
Diversified Wealth Management Solutions, LLC
Pathways Advisory Group, Inc.
Wells Fargo Advisors Financial Network, LLC
|Aria Wealth Management, Inc.||San Jose, CA||Sep 2017 - Current||< 1|
|Concert Wealth Management, Inc.||San Jose, CA||Jan 2007 - Current||11|
|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|
Total Assets Under Management101MILLIONS
Total Number of Accounts671ACCOUNTS
Average Account Value$150,518
- 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
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