ADVISOR BIO

James Anton McGarry is a financial advisor with Wells Fargo Clearing Services, LLC in Beverly Hills, California. James has been in the financial industry for 15 years. Prior to joining Wells Fargo Clearing Services, LLC, James was with WELLS FARGO INVESTMENTS, LLC. James has a Series 7 and Series 66 license and holds SIE certification. James specializes in providing investment consulting services to institutional clients.

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ADVISOR BIO

James Wong is a financial advisor with over 20 years of experience in the industry. James is currently registered with Morgan Stanley. James has previously worked with Wells Fargo Advisors, LLC and WM Financial Services, Inc.. James holds Series 7, 63, and 65 licenses and has extensive experience in advising individuals, families, and businesses on their financial needs. James is dedicated to helping clients reach their financial goals by providing personalized financial advice and investment strategies.

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ADVISOR BIO

James Brian Cain is a financial advisor with over 30 years of experience in the financial services industry. James is currently registered with UBS Financial Services Inc. and holds licenses including Series 7, 9, 10, 63 and 65. James has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., Prudential Securities Incorporated, Paine Webber Incorporated and Dean Witter Reynolds Inc. James' experience includes advising high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and pooled investment vehicles.

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ADVISOR BIO

James Mellon is an investment advisor representative at Canter Wealth in La Jolla, CA. James has been in the industry for over 10 years. James holds licenses in California and Texas. James has experience in working with individuals, high-net-worth individuals, and charitable organizations. James's areas of expertise include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.

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ADVISOR BIO

James L. McKenna is a financial advisor with LPL Financial LLC. James has been a registered representative since August 2005. James has a strong track record in helping clients achieve their financial goals. James is registered to provide investment advice in multiple states, including California, Colorado, Florida, Iowa, Maryland, Nevada, New York, Oregon and Washington. James also has experience in providing financial planning services, including retirement planning, college savings planning, and estate planning.

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ADVISOR BIO

James E. Strutt is a financial advisor with Edward Jones, a firm that provides financial services to individuals, families, and businesses. James has been in the financial industry since 2016, working with Farmers Financial Solutions, LLC before joining Edward Jones in 2019. James holds a Series 6, 7, 63, and 66 license. He is registered to provide investment advice in Arizona, California, Colorado, Connecticut, Delaware, Florida, Idaho, Iowa, Massachusetts, Ohio, Oregon, South Carolina, Texas, Virginia, and Washington.

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ADVISOR BIO

James Giordano is a financial advisor with UBS Financial Services Inc. James has been in the financial industry since 1998 and has held registrations in multiple states. James has passed a variety of exams, including Series 66, Series 31, and Series 7. James is also a Certified Financial Planner. James specializes in providing financial advice to individuals, businesses, corporations, trusts, and other entities. James offers a variety of financial planning services, including portfolio management, retirement planning, and college savings planning. James's experience and expertise in the financial industry make James a valuable resource for clients seeking financial advice.

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ADVISOR BIO

James Edward Schmalz is a registered representative with Fifth Third Securities, Inc. James has been in the securities industry for over 10 years and has experience in providing financial planning and portfolio management services to individuals, businesses and high net worth individuals. James has a strong track record of helping clients achieve their financial goals. James is registered in 52 states and the District of Columbia.

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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 Carbonell is an active investment advisor representative with over 20 years of experience in the financial services industry. James Carbonell is registered in several states and has a proven track record of success in providing financial advice and investment management services to a wide range of clients, including high-net-worth individuals, families, businesses, and institutions. James Carbonell is currently employed by RBC Capital Markets, LLC and has previously held positions at Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, PNC Investments, PNC Brokerage Corp, and Dean Witter Reynolds Inc.

SPECIALIZATIONS