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Jon Robb

15 Years of Experience
Bloomington, MN

Jon Robb is a registered investment advisor at Devenir Investment Advisors, LLC, based in Bloomington, MN, with 15 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 48 clients with $12B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$12.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:$100 - $300/hr
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Location

8500 Normandale Lake Blvd, Suite 2160, Bloomington, MN, 55437

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Jon works as an Investment Advisor Representative for Devenir Investment Advisors, LLC since 2010. This takes about half of his time, with 60 hours per month during trading hours.

Employment History
Current Registrations
Devenir Investment Advisors, LLC
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Devenir, LLCBroker
September 2010 - November 2023 · 13 yrs 2 mos
State Registrations1 state
WA
Advisor

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Exams
No exam information available for this advisor.