James Devary is a registered investment advisor, based in Gilbert, AZ, with 23 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Gilbert, AZ
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Regulatory History (2)
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Customer Dispute
January 2022Settled
Customer Dispute
April 2009Closed-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 4 mos
Arete Wealth Management, LLC
June 2025 - Present · 1 yr 4 mos
Arete Wealth Management, LLCBroker
June 2025 - Present · 1 yr 4 mos
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.
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