James Mcgarry

NAVELLIER & ASSOCIATES

HILLSBOROUGH, NJ

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CRD#: 4435121

Professional summary

James Mcgarry, CFP®, who also goes by James Patrick Mcgarry, is a registered financial advisor currently at NAVELLIER & ASSOCIATES INC located in Hillsborough, New Jersey.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. James has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James Patrick Mcgarry

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Mcgarry's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

October 20, 2014 - Present

NAVELLIER & ASSOCIATES INC

RIA

CRD#: 107568

HILLSBOROUGH, NJ

Past

January 11, 2016 - November 21, 2016

MATRIX CAPITAL GROUP, INC.

CRD#: 33364

NEW YORK, NY

Past

December 10, 2012 - October 15, 2013

EDELMAN FINANCIAL SERVICES, LLC

RIA

CRD#: 113299

SADDLE BROOK, NJ

Past

December 10, 2012 - October 15, 2013

SANDERS MORRIS LLC

CRD#: 20580

SADDLE BROOK, NJ

Past

December 23, 2011 - August 10, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

STIRLING, NJ

Past

December 23, 2011 - August 10, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

STIRLING, NJ

Past

August 10, 2005 - May 27, 2011

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

HILLSBOROUGH, NJ

Past

August 10, 2005 - May 27, 2011

EQUITABLE ADVISORS, LLC

CRD#: 6627

HILLSBOROUGH, NJ

Past

April 4, 2003 - October 15, 2004

CITISTREET FINANCIAL SERVICES LLC

RIA

CRD#: 107311

WOODBRIDGE, NJ

Past

November 8, 2002 - October 15, 2004

CITISTREET EQUITIES LLC

CRD#: 7447

SOMERSET, NJ

Past

August 16, 2001 - December 31, 2001

THE VARIABLE ANNUITY MARKETING COMPANY

CRD#: 5081

HOUSTON, TX

Past

August 16, 2001 - November 5, 2002

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NAVELLIER & ASSOCIATES INC

CRD#: 107568 / SEC#: 801-30582

RIA

Registered Investment Advisory firm - (10/30/1987 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alabama
(10/20/2014)

IAR

Alaska
(10/20/2014)

IAR

Arizona
(11/26/2014)

IAR

Arkansas
(10/20/2014)

IAR

California
(10/20/2014)

IAR

Colorado
(10/20/2014)

IAR

Connecticut
(10/20/2014)

IAR

Delaware
(10/20/2014)

IAR

District of Columbia
(12/22/2014)

IAR

Florida
(1/2/2015)

IAR

Georgia
(11/7/2014)

IAR

Hawaii
(10/20/2014)

IAR

Idaho
(10/20/2014)

IAR

Illinois
(10/20/2014)

IAR

Indiana
(10/20/2014)

IAR

Iowa
(10/20/2014)

IAR

Kansas
(10/20/2014)

IAR

Kentucky
(10/20/2014)

IAR

Louisiana
(10/20/2014)

IAR

Maine
(10/20/2014)

IAR

Maryland
(10/20/2014)

IAR

Massachusetts
(11/3/2014)

IAR

Michigan
(10/21/2014)

IAR

Minnesota
(10/20/2014)

IAR

Mississippi
(10/20/2014)

IAR

Missouri
(10/20/2014)

IAR

Montana
(10/20/2014)

IAR

Nebraska
(10/20/2014)

IAR

Nevada
(11/5/2014)

IAR

New Hampshire
(10/20/2014)

IAR

New Jersey
(10/28/2014)

IAR

New Mexico
(10/31/2014)

IAR

North Carolina
(10/20/2014)

IAR

North Dakota
(10/27/2014)

IAR

Ohio
(10/20/2014)

IAR

Oklahoma
(10/20/2014)

IAR

Oregon
(10/20/2014)

IAR

Pennsylvania
(10/20/2014)

IAR

Puerto Rico
(10/20/2014)

IAR

Rhode Island
(10/20/2014)

IAR

South Carolina
(10/30/2014)

IAR

South Dakota
(10/29/2014)

IAR

Texas
(10/20/2014)

IAR

Utah
(10/20/2014)

IAR

Vermont
(10/20/2014)

IAR

Virgin Islands
(10/31/2014)

IAR

Virginia
(10/20/2014)

IAR

Washington
(10/20/2014)

IAR

West Virginia
(10/30/2014)

IAR

Wisconsin
(10/20/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/1/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/24/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/21/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/12/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/15/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

NAVELLIER & ASSOCIATES INC

CRD#: 107568 / SEC#: 801-30582

RIA

Registered Investment Advisory firm - (10/30/1987 Approved)

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Contact information

Main Address

One E. Liberty, Suite 504, Reno, NV 89501-2107

Mailing Address

Phone number

(775) 785-2300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NAV ASSOC PART 2-07-04-2025 (7/4/2025)

Regulatory assets under management

Total Number of Accounts	1,308
AUM (Assets Under Management)	$ 882,832,800

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

James Mcgarry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Mcgarry's CRS (Customer Relationship Summary).

Certified licenses

Experience

MATRIX CAPITAL GROUP, INC.

EDELMAN FINANCIAL SERVICES, LLC

SANDERS MORRIS LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

CITISTREET FINANCIAL SERVICES LLC

CITISTREET EQUITIES LLC

THE VARIABLE ANNUITY MARKETING COMPANY

VALIC FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

NAVELLIER & ASSOCIATES INC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/1/2003

Series 63

Date: 8/24/2001

SIE

Date: 11/21/2016

Series 7

Date: 4/12/2006

Series 6

Date: 8/15/2001

Current Firm

NAVELLIER & ASSOCIATES INC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NAVELLIER & ASSOCIATES INC

TRUST BUT VERIFY

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