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Deven Joss, portrait

Deven Joss

Investment adviser representative at Joss Brown Wealth Advisors Group in Williamsburg, VA

Investment adviser registrationUpdated

Deven Joss is an investment adviser representative at Joss Brown Wealth Advisors Group LLC, an investment adviser managing $162M, and works from its Williamsburg, VA office. Deven Joss has been registered through Joss Brown Wealth Advisors Group since 23 August 2024 and has 2 years in the industry across 1 firm.

2
Years in industry
2
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Deven Joss has been an investment adviser representative at Joss Brown Wealth Advisors Group since August 2024, and is not listed among the firm’s executive officers or direct owners. Deven Joss holds a Master of Science in Finance with an emphasis in Financial Planning from Liberty University.

Joss Brown Wealth Advisors Group LLC is a Williamsburg, VA firm with $162M under management, 129 clients and 5 advisers across 3 offices, as of its February 2026 filing.

Deven K. Joss is an Associate Advisor at Joss Brown Wealth Advisors. He joined the Joss Brown team in 2022. He is a Registered Social Security Analyst, which supports his planning for clients and couples on the most strategic way to apply for Social Security.

  1. – present · 2 years
    Williamsburg, VA · Adviser representative · Firm CRD 324719

Credentials and registrations

Professional designations

Listed by Joss Brown Wealth Advisors Group

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Kingdom Advisor
  • Registered Social Security Analyst

Investment adviser representative registrations

Deven Joss is registered as an investment adviser representative in Virginia, since August 2024.

  • VirginiaSince 23 August 2024

Examinations

No examinations are on Deven Joss’s record.

Key facts

Full name
Deven Klaus Joss
CRD
7973955
Office
1321 JAMESTOWN ROAD, SUITE 201, Williamsburg, VA 23185
Registration
Investment adviser registration
In the industry since
August 2024
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Deven Joss work?

Deven Joss is an investment adviser representative registered through Joss Brown Wealth Advisors Group LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Deven Joss a financial advisor?

Yes. Deven Joss has a current investment-adviser registration in Virginia, through Joss Brown Wealth Advisors Group since August 2024.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Deven Joss have?

Deven Joss has 2 years in the financial industry, since August 2024, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

Where is Deven Joss based?

Deven Joss’ registered office is in Williamsburg, VA.

Source: IAPD individual record, checked 22 October 2026

Is Deven Joss registered with FINRA?

No. Deven Joss has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Deven Joss a CFP?

Joss Brown Wealth Advisors Group lists Deven Joss with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.

Source: Deven K. Joss biography, jossbrown.com

How can I verify Deven Joss’ record?

Search CRD 7973955 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Deven Joss’ full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Joss Brown Wealth Advisors Group

Sources

  1. IAPD individual record, CRD 7973955, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Joss Brown Wealth Advisors Group LLC, filed 5 February 2026. Executive officers and direct owners; this person is not among them.
  3. Joss Brown Wealth Advisors Group team page. Biography, education, credentials, awards and the portrait, reproduced for identification.