James Vincent Debevec

Employer firm

Neil Jesani Wealth Management CRD 322345

$194M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2024 → Present
  Neil Jesani Wealth Management
  Sunrise, FL
• 08/2001 → 06/2018
  Absolute Value Capital Mgt
  Coconut Creek, FL
• 07/2018 → 12/2023
  14 West
  Coconut Creek, FL
• 03/2024 → Present
  Neil Jesani Advisors Inc.
  Sunrise, FL

Other Businesses

1) NEIL JESANI ADVISORS INC.; NON-INVESTMENT RELATED; 1300 SAWGRASS CORPORATE PARKWAY, SUITE 130, SUNRISE, FL 33323; TAX AND ACCOUNTING BUSINESS; SENIOR FINANCIAL ADVISOR; 03/2024; APPROX. 0 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; EMPLOYEE FOR PAYROLL AND BENEFITS ONLY.

Designations

• Chartered Financial Analyst

Other Names

• James Debevec