Devin Jones
Progeny Wealth Management · Baton Rouge, Louisiana
Devin Jones is a fee-only financial advisor at Progeny Wealth Management in Baton Rouge, Louisiana. Progeny Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Progeny Wealth Management |
|---|---|
| Based in | Baton Rouge, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $18.9M across 150 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7464617 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.progenywealthmanagement.com |
How Devin's firm compares
- Progeny Wealth Management's average account is about $126,000, from its Form ADV (assets managed divided by 150 accounts).
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Questions about Devin
Is Devin Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Devin holds no broker registration, and Progeny Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Devin charge for financial advice?
Devin's firm, Progeny Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Devin Jones based?
Devin Jones is based in Baton Rouge, Louisiana.
Is Devin Jones registered with the SEC?
Yes. Devin Jones is registered as an investment adviser representative in TX (CRD 7464617), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Progeny Wealth Management manage?
Progeny Wealth Management reports $18.9M across 150 accounts in assets under management.
How do I contact Devin Jones?
Through Devin's website, www.progenywealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Progeny Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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