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Devon Groves

CRD# 6974347·Registered 2018 - 2025
Previously Registered: Being a previously registered professional could mean that Devon is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Devon Groves was a registered financial advisor. Devon was a previously registered financial professional and started their career in finance 2018 - 2025. Devon had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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

8 years in the financial services industry

Current & Past Employments

JDG WEALTH MANAGEMENT GROUP, LLC·CRD# 154915
RIA
Fort Worth, TX
June 28, 2019 - September 30, 2025
LPL FINANCIAL LLC·CRD# 6413
RIA
Fort Worth, TX
April 17, 2019 - November 25, 2022
LPL FINANCIAL LLC·CRD# 6413
BD
Fort Worth, TX
November 24, 2018 - November 25, 2022

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Current Firm

JW
JDG WEALTH MANAGEMENT GROUP, LLC

JAMIE D. GRANT WEALTH MANAGEMENT GROUP, LLC | JDG WEALTH MANAGEMENT GROUP, LLC | JAMIE D. GRANT, WEALTH MANAGEMENT GROUP, LLC

CRD#: 154915
Texas
Registered Investment Advisory firm - Texas (1/5/2015 Approved)

Contact Information

Main Address

1701 E Lamar Blvd., Suite 265, Arlington, TX 76006

Phone Number

(817) 900-8455

# of Employees

2

Documents

Latest Form ADV

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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.

1. 11/20/2018 - JDG WEALTH MANAGEMENT GROUP, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 06/27/2019 - JDG Wealth Management Group, LLC - IAR - Investment related - At reported business location(s) - Registered Investment Advisor DBA - start date:03/01/2010 - 20 hrs/mo - 3 hrs during trading - I provide financial planning and consulting services through JDG Wealth Management Group, LLC, an independent investment advisor firm.� I started this business activity in 03/2019.�I expect to spend approximately 20 hours per month on this activity.�Please see the advisory firm�s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.�The advisory firm is separate from and independent of LPL Financial.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

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

Series 66 — Uniform Combined State Law Examination

Passed Apr 2019About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Nov 2018About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Nov 2018About the SIE exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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