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RIA / WealthAdvisorCertified Financial Planner25 years in industry

James McGarry

Advisor at NAVELLIER & ASSOCIATES INC

HILLSBOROUGH, NJ | RENO, NV

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Search this name across graphsid dfx:ria:5b2abb0a-537a-36bd-c210-c229da2be0ff

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 4, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NAVELLIER & ASSOCIATES INC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 24, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 50
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Aug 24, 2001
First registration: Apr 4, 2003
Dual registered: no
Other names: JAMES PATRICK MCGARRY
IAPD individual key: 4435121

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NAVELLIER & ASSOCIATES INC	Independent wealth	Oct 20, 2014	n/a	yes	HILLSBOROUGH, NJ\|RENO, NV	Current employment
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	Dec 10, 2012	Oct 15, 2013	no	SADDLE BROOK, NJ\|FAIRFAX, VA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Dec 23, 2011	Aug 10, 2012	no	STIRLING, NJ	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Aug 10, 2005	May 27, 2011	no	WOODBRIDGE, NJ\|HILLSBOROUGH, NJ\|WOODBRIDGE, NJ	Previous registration
METLIFE INVESTMENT FUND SERVICES LLC	n/a	Apr 4, 2003	Oct 15, 2004	no	WOODBRIDGE, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EDELMAN FINANCIAL SERVICES, LLC	NAVELLIER & ASSOCIATES INC	Oct 15, 2013	Oct 20, 2014	370	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	EDELMAN FINANCIAL SERVICES, LLC	Aug 10, 2012	Dec 10, 2012	122	Firm change	Other
EQUITABLE ADVISORS, LLC	CHASE INVESTMENT SERVICES CORP.	May 27, 2011	Dec 23, 2011	210	Firm change	Other
METLIFE INVESTMENT FUND SERVICES LLC	EQUITABLE ADVISORS, LLC	Oct 15, 2004	Aug 10, 2005	299	Firm change	Other

Relationships

Registered with (5)

→ NAVELLIER & ASSOCIATES INCRegistered adviserregistration: current employment
Oct 20, 2014 to presentfactForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Dec 10, 2012 to Oct 15, 2013factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Dec 23, 2011 to Aug 10, 2012factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 10, 2005 to May 27, 2011factForm ADV
→ METLIFE INVESTMENT FUND SERVICES LLCRegistered adviserregistration: previous registration
Apr 4, 2003 to Oct 15, 2004factForm ADV

Dated events

No dated event names this entity yet.