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James Vincent Debevec

Neil Jesani Wealth Management

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About James Vincent Debevec

James Vincent Debevec is a financial advisor with Neil Jesani Wealth Management. James has been working in the financial industry since 2001. James has a "Chartered Financial Analyst" designation. Neil Jesani Wealth Management has a presence in several states, including Florida, California and Texas. James has been with Neil Jesani Wealth Management since March 2024.

Firm Information

James Debevec is currently registered with Neil Jesani Wealth Management. Neil Jesani Wealth Management is a wealth management firm with $102,544,139 in regulatory assets under management. The firm offers financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit sharing plans, and other investment advisors.

$102.54M

Assets Under Management

Not reported

Total Clients

3

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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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 Debevec’s Registration & Firm History

FL

11/06/2024 - Present

Neil Jesani Wealth Management (SUNRISE FL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Vincent Debevec.
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