Debra Jane Devoe
Investment adviser representative at Envestnet Pmc
26 yearsExperience
2 statesRegistered in
$614.9BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsSubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Envestnet Securities, Inc.Apr 2023 to now
- Envestnet PmcJul 2014 to now
- Envestnet Asset ManagementJan 2014 to now
- Envestnet Portfolio Solutions, Inc.Jan 2014 to now
- Portfolio Brokerage ServicesJan 2014 to Dec 2019
- Finra Reg. Element Content Committee MemberJul 2000 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (IL, WI).
Envestnet Pmc
Legal name: Envestnet Asset Management, Inc.
$614.9BAssets managed
2,241,364Clients
57Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2372586
- Firm CRD
- 111694