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James Joseph Decesare

Aria Wealth Management

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About James Joseph Decesare

James Joseph Decesare is a financial advisor who is currently registered with Aria Wealth Management in California. James has been in the industry since 2002. He is a Series 66 and Series 7 licensed professional. James is located in Chowchilla, California. James has worked at several other firms before joining Aria Wealth Management including UBS Financial Services Inc., Royal Alliance Associates, Inc., and American Express Financial Advisors Inc.

Firm Information

James Decesare is currently registered with Aria Wealth Management. Aria Wealth Management is a registered investment advisor headquartered in Saratoga, CA. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They serve a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, state or municipal government entities, and individuals other than high-net-worth. The firm manages approximately $194.3 million in assets.
Aria Wealth Management

20640 3RD STEET

SARATOGA, CA 95070

$194.33M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Decesare’s Registration & Firm History

CA

09/05/2017 - Present

Aria Wealth Management (Chowchilla CA)

CA

02/13/2006 - 01/16/2007

ROYAL ALLIANCE ASSOCIATES, INC. (CAMPBELL CA)

NJ

01/09/2003 - 02/23/2006

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

MN

08/29/2002 - 10/30/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/29/2002 - 10/30/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 09/11/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/28/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Joseph Decesare.
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