James Dejaeger

THE COURY FIRM

Pittsburgh, PA 15222

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CRD#: 6893590

Professional summary

James Dejaeger is a registered financial advisor currently at THE COURY FIRM located in Pittsburgh, Pennsylvania.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. James has worked at 4 firms and has passed the Series 66, Series 99TO, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Dejaeger'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®

None

Experience

Current

February 5, 2026 - Present

THE COURY FIRM

Office #1: 260 Forbes Avenue Suite 1600, Pittsburgh, PA 15222

RIA

CRD#: 289145

Pittsburgh, PA

Past

December 15, 2021 - June 18, 2025

INNOVIA WEALTH, LLC

RIA

CRD#: 289913

GRAND RAPIDS, MI

Past

August 3, 2020 - September 15, 2021

REGAL INVESTMENT ADVISORS LLC

RIA

CRD#: 125004

KENTWOOD, MI

Past

August 29, 2019 - September 15, 2021

REGULUS FINANCIAL GROUP, LLC

CRD#: 150631

KENTWOOD, MI

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".

THE COURY FIRM

COURY ASSET MANAGEMENT | THE COURY FIRM | P.I. GATEWAY | COURY FIRM ASSET MANAGEMENT LLC | COURY ASSET MANAGEMENT LLC

CRD#: 289145 / SEC#: 801-112543

RIA

Registered Investment Advisory firm - (3/2/2018 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

California
(2/5/2026)

IAR

Delaware
(2/12/2026)

IAR

Florida
(2/18/2026)

IAR

Pennsylvania
(2/5/2026)

IAR

West Virginia
(2/6/2026)

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 66

Date: 6/30/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

Series 7TO

Date: 8/29/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/13/2019

Securities Industry Essentials Examination

Current Firm

THE COURY FIRM

COURY ASSET MANAGEMENT | THE COURY FIRM | P.I. GATEWAY | COURY FIRM ASSET MANAGEMENT LLC | COURY ASSET MANAGEMENT LLC

CRD#: 289145 / SEC#: 801-112543

RIA

Registered Investment Advisory firm - (3/2/2018 Approved)

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Contact information

Main Address

260 Forbes Avenue Suite 1600, Pittsburgh, PA 15222

Mailing Address

Phone number

(412) 261-5744

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COURY FIRM ASSET MANAGEMENT LLC FORM ADV PART 2A BROCHURE (8/1/2025)

Regulatory assets under management

Total Number of Accounts	1,007
AUM (Assets Under Management)	$ 1,189,533,934

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 Dejaeger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

INNOVIA WEALTH, LLC

REGAL INVESTMENT ADVISORS LLC

REGULUS FINANCIAL GROUP, LLC

Primary Firm SEC Registration

THE COURY FIRM

State Registrations and Notice Filings

Exams

Series 66

Date: 6/30/2020

Series 99TO

Date: 1/2/2023

Series 7TO

Date: 8/29/2019

SIE

Date: 5/13/2019

Current Firm

THE COURY FIRM

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE COURY FIRM

TRUST BUT VERIFY

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