JD
James V. Debevec
NEIL JESANI WEALTH MANAGEMENT
SUNRISE, FL 33323
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CRD#: 7911666
JD
Professional summary
James Vincent Debevec II, who also goes by James Debevec, is a registered financial advisor currently at NEIL JESANI WEALTH MANAGEMENT located in Sunrise, Florida.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. James has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
James Debevec
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.
CRS (Client Relationship Summary) - RIA
Click below to view James Vincent Debevec II's 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®
NoneExperience
Current
May 27, 2024 - Present
NEIL JESANI WEALTH MANAGEMENT
Office #1: 1301 International Parkway Suite 550, Sunrise, FL 33323RIA
CRD#: 322345
SUNRISE, FL
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".
NJ
NEIL JESANI WEALTH MANAGEMENT
NEIL JESANI WEALTH | NEIL JESANI WEALTH MANAGEMENT, LLC | NEIL JESANI WEALTH MANAGEMENT
CRD#: 322345 / SEC#: 801-131785
RIA
Registered Investment Advisory firm - (1/10/2025 Approved)California
Registered Investment Advisory firm - (2/12/2025 Terminated)Florida
Registered Investment Advisory firm - (1/13/2025 Terminated)Georgia
Registered Investment Advisory firm - (1/23/2025 Terminated)Illinois
Registered Investment Advisory firm - (1/13/2025 Terminated)New Jersey
Registered Investment Advisory firm - (1/16/2025 Terminated)Texas
Registered Investment Advisory firm - (1/13/2025 Terminated)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(11/6/2024)
IAR
Florida(5/27/2024)
IAR
Texas(11/6/2024)
Exams
Current Firm
NJ
NEIL JESANI WEALTH MANAGEMENT
NEIL JESANI WEALTH | NEIL JESANI WEALTH MANAGEMENT, LLC | NEIL JESANI WEALTH MANAGEMENT
CRD#: 322345 / SEC#: 801-131785
RIA
Registered Investment Advisory firm - (1/10/2025 Approved)California
Registered Investment Advisory firm - (2/12/2025 Terminated)Florida
Registered Investment Advisory firm - (1/13/2025 Terminated)Georgia
Registered Investment Advisory firm - (1/23/2025 Terminated)Illinois
Registered Investment Advisory firm - (1/13/2025 Terminated)New Jersey
Registered Investment Advisory firm - (1/16/2025 Terminated)Texas
Registered Investment Advisory firm - (1/13/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1301 International Parkway Suite 550, Sunrise, FL 33323
Mailing Address
Phone number
(954) 800-0460
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 197 |
| AUM (Assets Under Management) | $ 125,925,574 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
NEIL JESANI WEALTH MANAGEMENT
CRD#: 322345Sunrise, FL 33323TRUST BUT VERIFY
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