Jon M. Robb

DEVENIR INVESTMENT ADVISORS

Minneapolis, MN 55437

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CRD#: 5835551

Professional summary

Jon Michael Robb is a registered financial advisor currently at DEVENIR INVESTMENT ADVISORS, LLC located in Minneapolis, Minnesota.

Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jon has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1)DEVENIR INVESTMENT ADVISORS, LLC;INVESTMENT RELATED;8500 NORMANDALE LAKE BLVD. SUITE 2160,MINNEAPOLIS, MN 55437;INVESTMENT ADVISORY;INVESTMENT ADVISOR REPRESENTATIVE;6/2010;80 HRS/MONTH;60 HRS DURING TRADING;INVESTMENT ADVISOR REPRESENTATIVE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Michael Robb's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 20, 2020 - Present

DEVENIR INVESTMENT ADVISORS, LLC

Office #1: 8500 Normandale Lake Blvd Suite 2160, Minneapolis, MN 55437

RIA

CRD#: 132824

Minneapolis, MN

Past

September 1, 2010 - November 13, 2023

DEVENIR, LLC

CRD#: 125968

MINNEAPOLIS, MN

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".

DEVENIR INVESTMENT ADVISORS, LLC

CRD#: 132824 / SEC#: 801-69108

RIA

Registered Investment Advisory firm - (4/22/2008 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.

Highlighted states indicate IAR registrations

IAR

Washington
(3/20/2020)

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

State Security Law Exam

IAR

Series 66

Date: 10/4/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/31/2010

General Securities Representative Examination

Current Firm

DEVENIR INVESTMENT ADVISORS, LLC

CRD#: 132824 / SEC#: 801-69108

RIA

Registered Investment Advisory firm - (4/22/2008 Approved)

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Contact information

Main Address

8500 Normandale Lake Blvd Suite 2160, Bloomington, MN 55437

Mailing Address

Phone number

(952) 446-7400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

DEVENIR FORM ADV PART2A 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	48
AUM (Assets Under Management)	$ 12,039,939,835

Red Flags

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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Jon M. Robb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Michael Robb's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEVENIR INVESTMENT ADVISORS, LLC

DEVENIR, LLC

Primary Firm SEC Registration

DEVENIR INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/4/2010

SIE

Date: 10/1/2018

Series 7

Date: 8/31/2010

Current Firm

DEVENIR INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DEVENIR INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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