linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Patrick Jonas

Great Valley Advisor Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Patrick Jonas

John Jonas is a financial advisor at Great Valley Advisor Group, Inc. John has been in the industry since 2001 and is licensed to provide investment advice in Wisconsin. John has experience working with high-net-worth individuals and pension and profit-sharing plans. John specializes in financial planning, portfolio management, and consulting services.

Firm Information

John Jonas is currently registered with Great Valley Advisor Group, Inc.. Great Valley Advisor Group, Inc. is an investment advisor headquartered in Wilmington, Delaware. The firm has over 175 investment advisor representatives and manages over $7.3 billion in assets for clients including high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth. The firm provides a range of services including financial planning, portfolio management, and educational seminars.
Great Valley Advisor Group, Inc.

1200 PENNSYLVANIA AVE

WILMINGTON, DE 19806

$7.34B

Assets Under Management

87

Total Clients

144

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Jonas’s Registration & Firm History

WI

06/01/2016 - Present

Great Valley Advisor Group, Inc. (Brookfield WI)

WI

02/07/2003 - 05/08/2015

METLIFE SECURITIES INC. (MILWAUKEE WI)

WI

02/07/2003 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (MILWAUKEE WI)

NJ

09/18/2001 - 01/29/2003

PRUCO SECURITIES CORPORATION (NEWARK NJ)

Not sure if John Patrick Jonas is right for you?

Licenses & Designations

BOTH

Issued 08/27/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2002

Series 7 - General Securities Representative Examination

BC

Issued 09/17/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Patrick Jonas. Review regulatory record here.
Not sure if John Patrick Jonas is right for you?