Jeffrey Joseph henry Devine
Investment adviser representative at Compound Family Offices, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$540.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Compound Family Offices, LLCSep 2020 to now
- Suntrust Advisory Services, Inc.Mar 2019 to Aug 2020
- Genspring Suntrust Private WealthMar 2018 to Mar 2019
- Genspring Family Offices, LLCOct 2014 to Mar 2018
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (FL).
Compound Family Offices, LLC
$540.8MAssets managed
140Clients
5Advisers
7 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
- 5277039
- Firm CRD
- 298776