William E. Dever
Professional summary
William Edward Dever JR, CFP®, who also goes by William Edward Dever, is a registered financial advisor currently at JMG FINANCIAL GROUP LTD located in Naples, Florida.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. William has worked at 4 firms and has passed the Series 63, Series 7, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Edward Dever JR's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2000
Experience
February 21, 1998 - Present
JMG FINANCIAL GROUP LTD
November 29, 1986 - December 31, 1996
DREHER & ASSOCIATES, INC.
October 22, 1986 - December 30, 1987
JMG FINANCIAL SERVICES, LTD.
January 27, 1982 - February 17, 1987
VERAVEST INVESTMENTS, INC.
Primary Firm SEC Registration
JMG FINANCIAL GROUP LTD
CRD#: 110302 / SEC#: 801-23526
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/7/2023)
(2/21/1998)
Exams
Current Firm
JMG FINANCIAL GROUP LTD
CRD#: 110302 / SEC#: 801-23526
Contact information
SEC notice filing (37 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,763 |
| AUM (Assets Under Management) | $ 6,366,272,925 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/11/2024 | ||
| 11/20/2023 | ||
| 02/20/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
