James Devary
Alternative Investment Strategies | Invest Pre-IPO | Syndications | Asset Diversification | Financial Consultant | Financial Advisor | Professional Money Manager | Debt Instruments | Equities
- Role
- Financial Advisor at Arete Wealth
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About James Devary
Alternative Investment Strategies Investors Working with Me Were Given the Opportunity to Invest in SpaceX, Airbnb, & Palantir Before They Went Public Are you an investor who wants to diversify your portfolio in real asset classes to eliminate equity market risk? Have a chance to access growth companies in the private markets before they go public? Do you want to access syndication offerings that allow you to invest like an institution, at the investment dollar amount the size of a retail investor? I help investors complement their traditional investment portfolio with alternative investment strategies, giving investors true asset diversification. Working with me, clients were able to invest in SpaceX as well as Airbnb and Palantir before they went public. I have over 17 years of experience investing in alternative investment strategies. Pre-IPO Companies Investments Include SpaceX, Figure, Automation Anywhere, Palantir, Airbnb, Spotify, Lyft, Uber, Tanium, Vast Data, Magic Leap, 23 & me, Impossible Foods, Flexport Real Estate sector investments have been in multi-family, industrial, self self-storage What Makes Us Different We are a team that provides top-notch financial platforms and investment classes. We can tailor each respective portfolio to your needs. Specialties Include Alternative Investments, Pre-IPO, Syndications, Asset Diversification, Financial Consultant, Financial Advisor, Professional Money Manager, Debt Instruments, Equities, Private Markets, Hedge Funds
Experience
Financial Advisor
Jun 2025 — Present · Gilbert, AZ, US
Securities offered through Arete Wealth Management, LLC, members FINRA, and SIPC.Investment advisory services offered through Arete Wealth Advisors, LLC an SEC registered investment advisory firm.
Education
Pace University - Lubin School of Business
Finance
Fordham Gabelli School of Business
Master of Business Administration - MBA, Business Administration and Management, General
Skills
- Options
- Retirement
- Bonds
- Life Insurance
- Finance
- Asset Management
- Term Life Insurance
- Series 63
- Securities
- Trading
- Asset Managment
- Equity Trading
- Etfs
- Portfolio Management
- Wealth Management
- Asset Allocation
- Mutual Funds
- Risk Management
- Equities
- Hedge Funds
- Fixed Income
- Investment Strategies
- Alternative Investments
- Capital Markets
- Series 7
- Fixed Annuities
- Retirement Planning
- Financial Services
- Investments
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