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DG

Devon Groves

Some features on this profile are disabled
CRD#: 6974347
DG

Professional summary

Being a previously registered professional could mean that this person 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.

Devon Groves was a registered financial professional .

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

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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. 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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CRS (Client Relationship Summary)

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

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

Past

June 28, 2019 - September 30, 2025

JDG WEALTH MANAGEMENT GROUP, LLC

RIA
CRD#: 154915
Fort Worth, TX
Past

April 17, 2019 - November 25, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
FORT WORTH, TX
Past

November 24, 2018 - November 25, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT WORTH, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/15/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/24/2018
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/5/2018
Securities Industry Essentials Examination

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 / SEC#:

Texas
Registered Investment Advisory firm - (1/5/2015 Approved)
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Contact information

Main Address
1701 E Lamar Blvd., Suite 265, Arlington, TX 76006
Mailing Address
Phone number
(817) 900-8455
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

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

JDG WEALTH MANAGEMENT GROUP, LLC

CRD#: 154915

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