DD
DD

Debra Jane Devoe

24 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
129,586 clients
Average Client Portfolio
$226K average
Assets Under Management
$29.3B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
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Location

One North Wacker Drive, Suite 1925, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Debra serves as Global Chief Compliance Officer for Envestnet, Inc., Envestnet Asset Management, Inc., and related RIA affiliates, dedicating a majority of her time to these entities. Her day-to-day involvement with ESI will be roughly 10-20% of her time.

Employment History
Current Registrations
Envestnet Securities, INC.
November 2023 - Present · 2 yrs 3 mos
Envestnet Securities, INC.Broker
November 2023 - Present · 2 yrs 3 mos
Envestnet Portfolio Solutions, INC.
October 2018 - Present · 7 yrs 4 mos
Envestnet Pmc
July 2014 - Present · 11 yrs 7 mos
Previous Registrations
Portfolio Brokerage Services, INC.Broker
January 2014 - January 2020 · 6 yrs
Fdx Advisors, INC.
November 2007 - October 2009 · 1 yr 11 mos
Sungard Institutional Brokerage INC.Broker
September 2005 - December 2012 · 7 yrs 3 mos
American Family Securities, LLCBroker
July 2005 - September 2005 · 2 mos
Princor Financial Services Corporation
January 2005 - May 2005 · 4 mos
Princor Financial Services CorporationBroker
October 2004 - May 2005 · 7 mos
American Family Securities, LLCBroker
July 2003 - September 2004 · 1 yr 2 mos
Strong Investments, INC.Broker
October 1999 - September 2002 · 2 yrs 11 mos
State Registrations2 states
ILWI
Advisor
Exams
No exam information available for this advisor.
Debra Jane Devoe - Financial Advisor | TrueAdvisor