Jay
Thompson

Great Valley Advisor Group, Inc

CRD#2379212
Investment Advisor
in Wilmington, DE

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About this Advisor

Jay Thompson is a financial advisor based out of Wilmington, Delaware with 6 years of industry experience. Thompson is an employee of Great Valley Advisor Group, Inc. Their career trajectory has included roles at Thompson Financial Inc, Newtown Wealth Management Inc and Great Valley Advisor Group. Thompson has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Great Valley Advisor Group, Inc is a registered investment firm that has its headquarters in Wilmington, DE. It has offices in 72 locations and a total of 146 advisors. It oversees $5 billion in assets among its 21,345 accounts, making it one of the largest firms in the United States by assets under management. Of its 21,345 accounts, just 3% belong to high-net-worth individuals who have more than $1 million in investable assets. Great Valley Advisor Group, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fees largely are based on the type of financial services offered. However, fee types billed by Great Valley Advisor Group, Inc most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1200 Pennsylvania Ave Suite 202
Wilmington, DE 19806

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Great Valley Advisor Group, Inc Brokerage Details

Total Assets Under Management

$5,084,083,044

DE Average: $20,326,190,483
Total Number of Employees

146

DE Average: 53
Total Number of Accounts

21,345

DE Average: 624
Average Account Size

$238,186

DE Average: $32,574,023

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jay Thompson Work History

Jay has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Great Valley Advisor Group

2007 - Present (17 years)

Newtown Wealth Management Inc

1999 - Present (25 years)

Thompson Financial Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jay Thompson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Great Valley Advisor Group, Inc

Benjamin Haas
Kutztown, PA
Jude Kave
Waukesha, WI
Tenner Stoe
Wilmington, DE
Todd Smiler
Boca Raton, FL
David Raymond
Doylestown, PA
Katherine Aubart
Wilmington, DE
Ann Alsina
Wilmington, DE
Stephen Waite
Morrisonville, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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