John Paul Deves

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → 09/2023
  Sagepoint Financial
  Chesterfield, MO
• 09/2023 → Present
  Osaic Wealth, Inc.
  Chesterfield, MO

Previous Registrations

• 2011-11-15 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
  Chesterfield, MO
• 2003-07-11 → 2011-11-16
  Next Financial Group, Inc.
  Chesterfield, MO
  Nashville, IL
  Peoria, IL
  Port Orange, FL
  Chesterfield, MO

Other Businesses

1) JOHN P DEVES/OSAIC WEALTH POSITION: Statutory Agent - NATURE: Other - John P. Deves/Osaic Wealth INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/11/2011 ADDRESS: 16640 Chesterfield Grove Ct., Suite 160, Chesterfield MO 63005, United States DESCRIPTION: Fixed Life, Disability, Health, and related non-securities insurance sales 2) DEFENDER PHARMACEUTICALS POSITION: Investor NATURE: This is a private investment and is not an OBA. This is being filled out as an alternative to the PTA system. This is not to be made a part of the public FINRA Brokercheck system. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/26/2019 ADDRESS: 1002 Regency Manor Dr., Ballwin MO 63011-5118, United States DESCRIPTION: This is a private investment. This is not an activity. 3) FINANCIAL INTEGRITY GROUP, LLC. POSITION: Member/Owner NATURE: This is a "State Registered entity" (LLC) established for the purpose of managing business expenses and commissions, payroll, etc. and is not held out to the public. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2001 ADDRESS: 16640 Chesterfield Grove Ct., Suite 160, Chesterfield MO 63005, United States DESCRIPTION: This entity is the entity that our insurance, securities, investment advisory business flows through. The number of hours spent is difficult to determine since the two are inter-related. The description of duties involves every aspect of owning and managing a small business, including negotiating leases and services, paying bills, managing and paying staff, banking filing taxes, etc.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-07-09
• S63 Uniform Securities Agent State Law Examination
  1989-08-07

Other Names

• John Paul Deves