Merrill
43yrs
Top advisor by experience in Ocala
7yrs
Ronald DeVries
Financial advisor at J.P. Morgan Securities
Ronald DeVries has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Ocala, Florida. After a year at Compass Wealth and a year at U.S. Bancorp Investments, Ronald joined J.P. Morgan Securities in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 207 advisors with offices in Ocala, and one of 193 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
Office3045 SE 24th St, Ocala, FL 34471
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- May 2026 – nowJ.P. Morgan Securities LLCCurrent firm
- Mar 2025 – Apr 2026Compass WealthPreviously
- Jun 2023 – Nov 2024U.S. Bancorp Investments, Inc.Previously
- 2020 – 2023Edward JonesPreviously
Contact Ronald
(800) 999-2000Firm headquarters in New York, NY. Ask for Ronald. 3045 SE 24th StOcala, FL 34471Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Ronald
Tailored to Ronald’s registration and firm.
- 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 Ronald
How do I contact Ronald?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Ronald DeVries. Ronald works from the Ocala, FL office.
How long has Ronald been a financial advisor?
Ronald has been in the industry since 2020, about 7 years. 7 years in the industry.
What licenses does Ronald hold?
Series 66. Tap any license on this page to see what it allows.
Is Ronald a fiduciary?
Ronald is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ronald paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Ronald 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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