AdFi
JM

James McGarry

Investment Adviser Representative at NAVELLIER & ASSOCIATES INC

Hillsborough, NJCRD #4435121Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
50 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 50 states
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTexasUtahVermontVirgin IslandsVirginiaWashingtonWest VirginiaWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/1/2003
Series 63
Uniform Securities Agent State Law Examination
Passed 8/24/2001
SIE
Securities Industry Essentials Examination
Passed 11/21/2016
Series 7
General Securities Representative Examination
Passed 4/12/2006
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/15/2001

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
PCG $500,000 to $1,500,0001.00%
PCG $1,500,001 to $2,500,0000.90%
PCG $2,500,001 to $5,000,0000.85%
PCG $5,000,000+0.70%
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Navellier & Associates Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

NAVELLIER & ASSOCIATES INCCurrent
10/20/2014Hillsborough, NJ
EDELMAN FINANCIAL SERVICES LLC
12/10/201210/15/2013Saddle Brook, NJ
CHASE INVESTMENT SERVICES CORP.
12/23/20118/10/2012Stirling, NJ
AXA ADVISORS, LLC
8/10/20055/27/2011Hillsborough, NJ
CITISTREET FINANCIAL SERVICES LLC
4/4/200310/15/2004Woodbridge, NJ

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James McGarry has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.