James Otto Shoup

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

• 10/2006 → 08/2018
  Brinker Capital
  Berwyn, PA
• 08/2018 → 04/2024
  Geneos Wealth Management Inc
  Montgomeryville, PA
• 11/2020 → Present
  Prepared Retirement Institute Llc
  Lansdale, PA
• 08/2018 → 04/2024
  Financial Strategies Advisory Llc
  Montgomeryville, PA
• 03/2025 → Present
  Great Valley Advisor Group
  Berwyn, PA

Previous Registrations

• 2020-11-09 → 2025-03-18
  Prepared Retirement Institute Llc
  Montgomeryville, PA
• 2018-08-15 → 2024-04-12
  Geneos Wealth Management, Inc.
  Montgomeryville, PA
• 2007-01-17 → 2018-08-10
  Brinker Capital Inc
  Berwyn, PA

Other Businesses

INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE SALES. 3.17.25 - 8.29.25 DBA GVA Wealth Management - Investment Adviser Representative 8.29.25 - Stonebridge Wealth Management - IAR - DBA - investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-16
• S63 Uniform Securities Agent State Law Examination
  2005-09-22

Designations

• Certified Financial Planner

Other Names

• James Shoup
• Jamie Shoup