James Decesare, financial advisor Chowchilla CA
93 score

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 15 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 < 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
Contact Info for James J. Decesare
Phone Number: 888-914-0491
Firm Website: http://www.ariawm.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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This advisor has a clean track record with regulators.

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