JD
JD

John James Devaney

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
196 clients
Average Client Portfolio
$973K average
Assets Under Management
$190.7M

Fee Structure

Minimum Investment:$500K
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Location

1200 N. Federal Highway, Suite 200, Boca Raton, FL, 33432

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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 Activities

John sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc.

Employment History
Current Registrations
Rwa Advisors
February 2024 - Present · 2 yrs
Previous Registrations
Primerica Advisors
May 2019 - February 2024 · 4 yrs 9 mos
PFS Investments INC.Broker
April 2019 - February 2024 · 4 yrs 10 mos
Edward Jones
August 2015 - May 2017 · 1 yr 9 mos
Edward JonesBroker
June 2015 - May 2017 · 1 yr 11 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
John James Devaney - Financial Advisor | TrueAdvisor