ADVISOR BIO

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.

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ADVISOR BIO

James Gregory Biasotti is a financial advisor with Osaic Wealth, Inc. James has been a registered representative for over 20 years. James has a Series 6, 7, 63, and 65 licenses. James is registered with the state of California and Idaho. James has experience with financial planning, portfolio management, and pension consulting. James provides services to individuals, corporations, and institutions. James also offers educational seminars.

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ADVISOR BIO

James Wilson has been in the financial industry since 2001, working with both individual and institutional clients. James is a Managing Partner and Advisor at Diligent Investors, LLC in Redlands, CA. James has experience with financial planning, pension consulting, and portfolio management for individuals and businesses. Diligent Investors, LLC is a Registered Investment Advisor specializing in providing financial guidance for high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. James is also affiliated with RBJ Financial Group, LLC in Newport Beach, CA, as a fixed annuity IMO, where James provides advice on fixed annuities.

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ADVISOR BIO

James William Bravos is a registered representative with Ameriprise Financial Services, LLC in San Jose, CA. James has been in the financial services industry since 1977. James has been registered with the SEC since 1993. Prior to joining Ameriprise, James was affiliated with Western International Securities, Inc. and UBS Financial Services Inc. James specializes in retirement planning, estate planning, college savings, and insurance. James is dedicated to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

James Dean McDonald is a financial advisor with over 27 years of experience in the industry. James is currently registered with Sageview Advisory Group, LLC and is also active in the state of Minnesota as an investment advisor representative. James has a history of working with various firms, including TRIAD ADVISORS LLC, LPL FINANCIAL LLC, and NRP FINANCIAL, INC. James holds the Series 66, Series 63, Series 26, SIE, and Series 7 licenses. James has experience in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

James Rehfeld is a financial advisor with over 10 years of experience in the financial services industry. James is currently registered with Morgan Stanley, and has held previous positions with UBS Financial Services Inc. and Lighthouse Capital Group, LLC. James is registered to offer securities and investment advisory services in 40 states, including California, Texas, and Florida. James holds the Series 7 and Series 66 licenses and the SIE designation, which allows James to offer a wide range of financial services. James is a strong advocate for financial literacy and strives to educate clients on how to make informed financial decisions. James is also committed to providing personalized financial advice and building long-term relationships with clients.

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ADVISOR BIO

James Eugene Wohlford is a financial advisor at Raymond James & Associates, Inc. in Visalia, CA. James has been in the financial industry for over 35 years and has a wide range of experience in securities, investments and financial planning. James Wohlford's primary focus is working with individuals, families, and businesses. James Wohlford's experience spans a variety of organizations including Stifel, Nicolaus & Company, Incorporated, Wachovia Securities, LLC and A. G. Edwards & Sons, Inc.. James Wohlford is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.

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ADVISOR BIO

James Vincent Buatti is an Ameriprise Financial Services, LLC registered representative with over 30 years of experience in the financial services industry. James has held previous roles at Ameriprise Advisor Services, Inc., UBS Financial Services Inc., Dean Witter Reynolds Inc. and F.J. Garber & Co. James is licensed to provide financial advice and investment services in several states including California, Arizona, Colorado, Florida, Hawaii, Idaho, Kansas, Maine, Maryland, Massachusetts, Montana, Nevada, New York, Oregon, South Carolina, Texas, Utah, Virginia, Washington and Wisconsin. James holds a Series 7, Series 31, Series 63, and Series 65 securities license.

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ADVISOR BIO

James Antonio Lyday is an Investment Advisor Representative with World Investment Advisors, LLC. James has over 25 years of experience in the financial services industry. James holds both Series 6 and Series 7 licenses. James is also licensed in Louisiana and Tennessee. James provides financial planning and portfolio management services to individuals, businesses, and institutions. James is committed to providing his clients with personalized and comprehensive financial advice.

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ADVISOR BIO

James Bruce Mayorkas is a financial advisor registered with Wells Fargo Clearing Services, LLC. He is based in LOS ANGELES, CA. James has over 30 years of experience in the financial services industry. He is registered to provide investment advisory services in California and Texas. James' previous experience includes roles at A. G. Edwards & Sons, Inc., Wells Fargo Investments, LLC and Wells Fargo Van Kasper, LLC.

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