Deven Klaus Joss
Investment adviser representative at Joss Brown Wealth Advisors
8 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$162.4MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Joss Brown Wealth AdvisorsMay 2022 to now
- Belvac Production MachineryJan 2022 to Apr 2022
- N.B. HandyMay 2021 to Aug 2021
- Colonial Hills Golf ClubAug 2020 to Jan 2022
- Door DashJun 2020 to Oct 2020
- Amber OxMay 2019 to Dec 2021
- Liberty UniversityAug 2018 to May 2022
- Autobell Car WashMay 2016 to Aug 2018
- Walsingham AcademyAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (VA).
Joss Brown Wealth Advisors
Legal name: Joss Brown Wealth Advisors Group LLC
$162.4MAssets managed
129Clients
5Advisers
3 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
- 7973955
- Firm CRD
- 324719