JD
JD

James Devary

22 Years of Experience
Gilbert, AZ
2 DisclosuresBroker

James Devary is a registered investment advisor, based in Gilbert, AZ, with 22 years of industry experience.

Location

Gilbert, AZ

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2022
Settled
Customer Dispute
April 2009
Closed-No Action
Other Business Activities

James is the treasurer for the United War Veterans Council and the United War Veterans Council Foundation, dedicating a few hours per week to the latter. He also owns James Devary LLC, is a board member for Blended Harvest, and owns a Senior Helpers franchise, spending about 10% of his time overseeing operations.

Employment History
Current Registrations
Arete Wealth Advisors, LLC
June 2025 - Present · 1 yr 1 mo
Arete Wealth Management, LLC
June 2025 - Present · 1 yr 1 mo
Arete Wealth Management, LLCBroker
June 2025 - Present · 1 yr 1 mo
Previous Registrations
A.G.P. / Alliance Global PartnersBroker
March 2021 - August 2025 · 4 yrs 5 mos
A.G.P / Alliance Global Partners
March 2021 - August 2025 · 4 yrs 5 mos
National Asset Management, INC.
August 2016 - March 2021 · 4 yrs 7 mos
National Securities CorporationBroker
November 2008 - March 2021 · 12 yrs 4 mos
Gunnallen Financial, INCBroker
April 2006 - December 2008 · 2 yrs 8 mos
S.W. Bach & CompanyBroker
January 2006 - May 2006 · 4 mos
Joseph Stevens & Company, INC.Broker
May 2003 - October 2005 · 2 yrs 5 mos
State Registrations9 states
AZCACOIAMAMDMTTNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
James Devary - Financial Advisor | TrueAdvisor