Seth Jason Kell

Employer firm

Great Valley Advisor Group, LLC CRD 123913

$10.6B regulatory AUM 55 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2004 → 03/2019
  O'NEill Consulting Corporation
  Arbington, PA
• 03/2015 → Present
  Lpl Financial Llc
  Paoli, PA
• 03/2019 → Present
  Great Valley Advisor Group, Inc.
  Wilmington, DE

Previous Registrations

• 2014-04-30 → 2015-03-26
  Osaic Fs, Inc.
  Abington, PA

Other Businesses

1. 03/20/2015 - 03/8/2019 - O'NEILL EMPLOYEE BENEFITS - NON-VARIABLE INSURANCE - 20% - ABINGTON, PA. - Start date:12/3/2014 2. 3/19/2019 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 03/15/2019 - 120 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in March 2019. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 5/21/2019 - Great Valley Advisor Group, Inc. - DBA: Great Valley Retirement Consultants - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 03/19/2019 - 40 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in March 2019. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 06/11/2024 - GVA Retirement Partners - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 07/03/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 6/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 06/11/2024 - Great Valley Advisors Retirement Partners - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 03/19/2019 - 40 Hours Per Month/ During Trading - I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 4/2024. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 09/18/2025 - NORTH POINT ADVISOR GROUP - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 09/11/2025 - 80 Hours Per Month/ During Trading - I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 9/2025. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-03
• S63 Uniform Securities Agent State Law Examination
  1996-10-11

Other Names

• S Jason Kell
• Jason Kell