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JD

John C. Devine

QUINCY WELLS ADVISORS
SAN FRANCISCO, CA
Some features on this profile are disabled
CRD#: 6829208
JD
John Churchill Devine IVQUINCY WELLS ADVISORS

Professional summary

John Churchill Devine IV, who also goes by Jake Devine, is a registered financial advisor currently at QUINCY WELLS ADVISORS, LLC located in San Francisco, California and QUINCY WELLS CAPITAL, LLC located in San Francisco, California.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. John has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 22TO and SIE exams.

Aliases

Jake Devine

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.
John Devine is the founder of OZ FundHub. The address of OZ FundHub is 11991 Murietta Ln, Los Altos Hills CA 94022. The start date is Feb 2022. His duties will be providing educational information in a solicitation capacity to attract potential securities clients, and he plans to spend 40 hours per month during normal trading hours and 20 hours per month outside of normal trading hours. This is not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

August 6, 2026 - Present

QUINCY WELLS ADVISORS, LLC

RIA
CRD#: 307477
SAN FRANCISCO, CA
Current

May 1, 2026 - Present

QUINCY WELLS CAPITAL, LLC

BD
CRD#: 334163
SAN FRANCISCO, CA
Past

January 13, 2025 - May 1, 2026

GREAT POINT CAPITAL LLC

BD
CRD#: 114203
CHICAGO, IL
Past

March 25, 2024 - January 13, 2025

CABIN SECURITIES, INC.

BD
CRD#: 137608
OVERLAND PARK, KS

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".
QW
QUINCY WELLS ADVISORS, LLC
GREAT POINT ADVISORS, LLC | QUINCY WELLS ADVISORS, LLC

CRD#: 307477 / SEC#: 801-118231

RIA
Registered Investment Advisory firm - (3/16/2020 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(5/1/2026)
IAR
California
(8/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/25/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/15/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/4/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22TO
Date: 3/23/2024
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/5/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

QW
QUINCY WELLS ADVISORS, LLC
GREAT POINT ADVISORS, LLC | QUINCY WELLS ADVISORS, LLC

CRD#: 307477 / SEC#: 801-118231

RIA
Registered Investment Advisory firm - (3/16/2020 Approved)
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Contact information

Main Address
145 South Wells, Ste 1301, Chicago, IL 60606
Mailing Address
9000 Keystone Crossing 7th Floor, Indianapoli, IN 46240
Phone number
(312) 356-4875
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GREAT POINT ADVISORS FIRM BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts149
AUM (Assets Under Management)$ 45,094,304

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.

Company Information

QUINCY WELLS ADVISORS, LLC

CRD#: 307477San Francisco, CA

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