John Deves
John Deves is a registered investment advisor at Osaic Wealth, INC., based in Chesterfield, MO, with 36 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
16640 Chesterfield Grove, Suite 160, Chesterfield, MO, 63005
Get directionsHistory
Regulatory History (1)
Regulatory
June 2012Other Business ActivitiesSells Insurance
John is a member/owner of Financial Integrity Group, LLC, an entity used for managing business expenses, commissions, and payroll related to his insurance, securities, and investment advisory business, taking about 10-20% of his time. He is also a Statutory Agent for John P. Deves/Sagepoint Financial Inc. selling fixed life, disability, health, and related non-securities insurance, dedicating a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Walnut Street Securities, INC.Broker
Liberty Securities CorporationBroker
Independent Financial Securities, INC.Broker
Market Street Securities, INC.Broker
Marketing One Securities, INC.Broker
Invest Financial CorporationBroker
State Registrations46 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.