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James Vincent Debevec II

Investment Adviser Representative at NEIL Jesani Wealth Management

Sunrise, FLCRD #7911666Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

James Vincent Debevec is an investment adviser representative with NEIL Jesani Wealth Management in Sunrise, FL, where they have been registered since 2024, the year they entered the securities industry. They are registered to provide investment advice in California, Florida, and Texas.

Office

1301 International Parkway, Suite 550
Sunrise, FL 33323

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, Florida, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

NEIL Jesani Wealth ManagementCurrent
5/27/2024 – Sunrise, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. NEIL Jesani Wealth Management
    Mar 2024 – no end date reportedSunrise, FL
  2. Absolute Value Capital MGT
    Aug 2001 – Jun 2018Coconut Creek, FL
  3. 14 WEST
    Jul 2018 – Dec 2023Coconut Creek, FL
  4. NEIL Jesani Advisors Inc.
    Mar 2024 – no end date reportedSunrise, FL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About NEIL Jesani Wealth Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
Firm account minimum
$500,000 (waivable)
Firm's annual rate schedule by assets
  • First $1 million1.80%
  • $1,000,001 – $3 million1.70%
  • $3,000,001 – $6 million1.60%
  • $6,000,001 – $25 million1.50%

+1 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and Institutions

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsInsurance CompaniesCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6
Offices listed on AdvisorFinder:
1
Main office:
Sunrise, FL
SEC file number:
801-131785

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 18, 2026

View full firm profile

Other advisors at NEIL Jesani Wealth Management

5 other advisors in the directory

View NEIL Jesani Wealth Management firm profile

Similar advisors in Sunrise, FL

Other advisors whose filed branch office is in the same city.

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 Vincent Debevec II 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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