DJ
Devin G. Jones
PROGENY WEALTH MANAGEMENT LLC
Baton Rouge, LA 70809
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CRD#: 7464617
DJ
Professional summary
Devin Gunner Jones is a registered financial advisor currently at PROGENY WEALTH MANAGEMENT LLC located in Baton Rouge, Louisiana.
Devin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Devin has worked at 1 firm .
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.
I am currently an associate attorney at an Estate Planning Firm, Progeny Law Firm.
CRS (Client Relationship Summary) - RIA
Click below to view Devin Gunner Jones'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®
NoneExperience
Current
March 14, 2024 - Present
PROGENY WEALTH MANAGEMENT LLC
Office #1: 4459 Bluebonnet Blvd Building 1, Ste A, Baton Rouge, LA 70809RIA
CRD#: 317458
Baton Rouge, LA
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
Texas(3/14/2024)
Exams
Current Firm
PW
PROGENY WEALTH MANAGEMENT LLC
PROGENY WEALTH MANAGEMENT LLC
CRD#: 317458 / SEC#:
Louisiana
Registered Investment Advisory firm - (1/10/2022 Approved)Texas
Registered Investment Advisory firm - (3/14/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4459 Bluebonnet Blvd Building 1, Ste A, Baton Rouge, LA 70809
Mailing Address
Phone number
(225) 465-1090
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 40 |
| AUM (Assets Under Management) | $ 8,865,968 |
Red Flags
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Company Information
PROGENY WEALTH MANAGEMENT LLC
CRD#: 317458Baton Rouge, LA 70809TRUST BUT VERIFY
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