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John Patrick Devine

TRUIST ADVISORY SERVICES
MCLEAN, VA
·CRD# 1707915·39 years experience

Professional Summary

John Patrick Devine, who also goes by John P Devine, John Patrick Devine Jr, John Patrick Jr Devine, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Mclean, Virginia. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. John has worked at 8 firms and has passed the Series 65, Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

John P Devine, John Patrick Devine Jr, John Patrick Jr Devine

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

39 years in the financial services industry

Current & Past Employments

TRUIST ADVISORY SERVICES, INC.·CRD# 283390
RIA
8200 Greensboro Drive, Mclean, VA 22102
June 9, 2022 - Present
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
St. Louis, MO
May 8, 2021 - July 21, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Mclean, VA
September 6, 2013 - January 8, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Mclean, VA
May 24, 2013 - January 8, 2015
BOWLES HOLLOWELL CONNER & CO.·CRD# 17511
BD
January 15, 1992 - January 14, 1995
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Weehawken, NJ
March 16, 1989 - December 24, 1991
DOMINICK & DICKERMAN LLC·CRD# 7344
BD
Old Greenwich, CT
October 3, 1988 - March 20, 1989
DOMIK CORP.·CRD# 223
BD
February 17, 1988 - October 4, 1988
BLINDER, ROBINSON & CO., INC.·CRD# 5096
BD
July 22, 1987 - February 24, 1988

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Current Firm

TA
TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - SEC (5/18/2016 Approved)

Contact Information

Main Address

303 Peachtree Street 2nd Floor, Atlanta, GA 30303

Mailing Address

Po Box 4418 Mc 107, Atlanta, GA 30302

Phone Number

(800) 874-4770

# of Employees

2,461

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (8/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

129,307

AUM (Assets Under Management)

$77,391,727,185

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
04/09/2026Cover PageReport
04/24/2025Cover PageReport
03/28/2024Cover PageReport

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - SEC (5/18/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Virginia
(7/5/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2022About the Series 65 exam

Series 66 — Uniform Combined State Law Examination

Passed Sep 2013About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1987About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed May 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Mar 2021About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2013About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Nov 1993About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view John Patrick Devine's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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