LPL Financial
40yrs
Top advisor by experience in Caledonia
27yrs
Lance Devries has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Caledonia, Michigan. After four years at Chase Investment Services and a year at Banc One Securities, Lance joined J.P. Morgan Securities in 2012, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 27 advisors with offices in Caledonia, and one of 25 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 7% by experience in Caledonia
Office9235 Cherry Valley Ave. SE, Caledonia, MI 49316
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowJ.P. Morgan Securities LLCCurrent firm
- 2008 – 2012Chase Investment Services Corp.Previously
- Aug 2004 – May 2005Banc One Securities CorporationPreviously
- 1999 – 2003Ameriprise Financial Services, LLCPreviously
Questions to ask Lance
Tailored to Lance’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Lance
How do I contact Lance?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Lance Devries. Lance works from the Caledonia, MI office.
How long has Lance been a financial advisor?
Lance has been in the industry since 1999, about 27 years. Top 7% by experience in Caledonia.
What licenses does Lance hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Lance a fiduciary?
Lance is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lance paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Lance for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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