Deven K. Joss

JOSS BROWN WEALTH ADVISORS

Williamsburg, VA 23185

Some features on this profile are disabled

CRD#: 7973955

Professional summary

Deven Klaus Joss is a registered financial advisor currently at JOSS BROWN WEALTH ADVISORS located in Williamsburg, Virginia.

Deven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Deven 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deven Klaus Joss'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 23, 2024 - Present

JOSS BROWN WEALTH ADVISORS

Office #1: 1321 Jamestown Road, Suite 201, Williamsburg, VA 23185

RIA

CRD#: 324719

Williamsburg, VA

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".

JOSS BROWN WEALTH ADVISORS

JOSS BROWN WEALTH ADVISORS | JOSS BROWN WEALTH ADVISORS GROUP LLC

CRD#: 324719 / SEC#: 801-127223

RIA

Registered Investment Advisory firm - (1/20/2023 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.

Highlighted states indicate IAR registrations

IAR

Virginia
(8/23/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

JOSS BROWN WEALTH ADVISORS

JOSS BROWN WEALTH ADVISORS | JOSS BROWN WEALTH ADVISORS GROUP LLC

CRD#: 324719 / SEC#: 801-127223

RIA

Registered Investment Advisory firm - (1/20/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1321 Jamestown Road, Suite 201, Williamsburg, VA 23185

Mailing Address

Phone number

(757) 903-2127

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2 (1/15/2025)

Regulatory assets under management

Total Number of Accounts	535
AUM (Assets Under Management)	$ 139,322,250

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.

Similar Advisors

Devin Garofalo

COLONIAL RIVER WEALTH MANAGEMENT LLC

IAR

Midlothian, VA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Deven K. Joss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deven Klaus Joss's CRS (Customer Relationship Summary).

Certified licenses

Experience

JOSS BROWN WEALTH ADVISORS

Primary Firm SEC Registration

JOSS BROWN WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

JOSS BROWN WEALTH ADVISORS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JOSS BROWN WEALTH ADVISORS

TRUST BUT VERIFY

Similar Advisors