Best Investors Account Sign in
Inactive

Paul Robert Jervey

Great Valley Advisor Group, LLC

Wilmington, DE

Berwyn, PA

Claim This Profile
Current Employers
Great Valley Advisor Group, Llc

920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2018-10-26
  • DE RA
    APPROVED
    Since 2018-10-26

Branch Locations

2601 Annand Drive Unit 12, Heritage Professional Plaza, Wilmington, DE 19808 • United States

920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securian Financial Services Inc. St. Paul MN 07/2009 10/2018
Minnesota Life St. Paul MN 07/2009 10/2018
Diamond State Financial Group Newark DE 07/2009 10/2018
Great Valley Advisor Group Wilmington DE 10/2018 Present
Genesis Wealth Management Solutions Wilmington DE 10/2018 03/2021
Jervey Genesis Solutions Wilimington DE 03/2021 Present
  • 07/2009 → 10/2018
    Securian Financial Services Inc.
    St. Paul, MN
  • 07/2009 → 10/2018
    Minnesota Life
    St. Paul, MN
  • 07/2009 → 10/2018
    Diamond State Financial Group
    Newark, DE
  • 10/2018 → Present
    Great Valley Advisor Group
    Wilmington, DE
  • 10/2018 → 03/2021
    Genesis Wealth Management Solutions
    Wilmington, DE
  • 03/2021 → Present
    Jervey Genesis Solutions
    Wilimington, DE
Previous Registrations
  • 2012-03-12 → 2018-10-22
    Edward Jones
    St Louis, MO
    Wilmington, DE
  • 2010-01-14 → 2012-02-22
    Securian Financial Services, Inc.
    Newark, DE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-17
S63 Uniform Securities Agent State Law Examination 2009-09-29
  • S65 Uniform Investment Adviser Law Examination
    2009-12-17
  • S63 Uniform Securities Agent State Law Examination
    2009-09-29

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS
STEPHEN CRAIG MCDERMOTT
BRENT CHRISTOPHER FUCHS
Michelle Keiko Mullinix
ABBY LEIGH PUBUSKY
Sophie Schroyer

Other Offices

OSAIC WEALTH, INC. · WILMINGTON, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE
KINGSVIEW WEALTH MANAGEMENT, LLC · Wilmington, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, DE
PNC WEALTH MANAGEMENT LLC · WILMINGTON, DE
EDWARD JONES · WILMINGTON, DE

More in Wilmington, DE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor