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JD

John J. Devine

INTEGRATED CAPITAL MANAGEMENT
Bloomfield Hills, MI 48304
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CRD#: 7505143
JD

Professional summary


John J Devine, who also goes by John J Devine I, John J Devine, is a registered financial advisor currently at INTEGRATED CAPITAL MANAGEMENT located in Bloomfield Hills, Michigan.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. John has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John J Devine I | John J 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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John J Devine'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

April 10, 2024 - Present

INTEGRATED CAPITAL MANAGEMENT

Office #1: 21 E. Long Lake Road Suite 102, Bloomfield Hills, MI 48304
RIA
CRD#: 284766
Bloomfield Hills, MI
Past

April 11, 2023 - March 5, 2024

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
AUBURN HILLS, MI
Past

December 8, 2022 - March 27, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
TROY, MI

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".
IC
INTEGRATED CAPITAL MANAGEMENT
INTEGRATED CAPITAL MANAGEMENT | INTEGRATED CAPITAL MANAGEMENT LLC

CRD#: 284766 / SEC#: 801-112907

RIA
Registered Investment Advisory firm - (4/25/2018 Approved)
California
Registered Investment Advisory firm - (8/9/2018 Terminated)
Florida
Registered Investment Advisory firm - (7/10/2018 Terminated)
Michigan
Registered Investment Advisory firm - (7/11/2018 Terminated)
Texas
Registered Investment Advisory firm - (7/10/2018 Terminated)

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
Michigan
(4/10/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/4/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/7/2022
General Securities Representative Examination
General Industry/Product Exam

Current Firm


IC
INTEGRATED CAPITAL MANAGEMENT
INTEGRATED CAPITAL MANAGEMENT | INTEGRATED CAPITAL MANAGEMENT LLC

CRD#: 284766 / SEC#: 801-112907

RIA
Registered Investment Advisory firm - (4/25/2018 Approved)
California
Registered Investment Advisory firm - (8/9/2018 Terminated)
Florida
Registered Investment Advisory firm - (7/10/2018 Terminated)
Michigan
Registered Investment Advisory firm - (7/11/2018 Terminated)
Texas
Registered Investment Advisory firm - (7/10/2018 Terminated)
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Contact information


Main Address
21 E. Long Lake Road Suite 102, Bloomfield Hills, MI 48304
Mailing Address
Phone number
(248) 593-8900
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (10 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INTEGRATED CAPITAL ADV PART 2A (3/28/2025)

Regulatory assets under management


Total Number of Accounts1,895
AUM (Assets Under Management)$ 367,640,688

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


INTEGRATED CAPITAL MANAGEMENT

CRD#: 284766Bloomfield Hills, MI 48304

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