JD
JD

John F Devereaux

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
599 clients
Average Client Portfolio
$435K average
Assets Under Management
$260.3M

Fee Structure

Minimum Investment:$25K
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Location

600 Highway 169 South, Suite 1410, St. Louis Park, MN, 55426

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is an investment advisor representative of Oakwood Capital, Inc., spending about half of his time on this role. He also works as a sales representative for life, fixed annuity, and long-term care insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Oakwood Capital Securities, INC.
June 2024 - Present · 1 yr 8 mos
Oakwood Capital Securities, INC.Broker
June 2024 - Present · 1 yr 8 mos
Oakwood Capital, INC.
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
Gardner Advisors INC.
January 2014 - December 2020 · 6 yrs 11 mos
Oakwood Capital Securities, INC.Broker
June 2010 - December 2023 · 13 yrs 6 mos
Wfg Advisors, LP
December 2008 - August 2010 · 1 yr 8 mos
Wfg Investments, INC.Broker
December 2008 - August 2010 · 1 yr 8 mos
Eplanning Advisors INC
January 2007 - December 2008 · 1 yr 11 mos
Eplanning Securities, INC.Broker
January 2007 - December 2008 · 1 yr 11 mos
Wall Street Financial Group, INC
January 2005 - December 2006 · 1 yr 11 mos
Wall Street Financial Group, INC.Broker
January 2004 - December 2006 · 2 yrs 11 mos
State Registrations2 states
FLMN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.