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Jay Douglas Thompson

Great Valley Advisor Group, LLC

Berwyn, PA

Doylestown, PA

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Current Employers
Great Valley Advisor Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2017-11-17
  • PA RA
    APPROVED
    Since 2017-11-17

Branch Locations

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

515 N Main Street First Floor, Doylestown, PA 18901 • 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
Thompson Financial Inc Morrisville PA 07/1999 Present
Newtown Wealth Management Inc. Newtown PA 11/2007 Present
Great Valley Advisor Group Newtown PA 11/2017 Present
  • 07/1999 → Present
    Thompson Financial Inc
    Morrisville, PA
  • 11/2007 → Present
    Newtown Wealth Management Inc.
    Newtown, PA
  • 11/2017 → Present
    Great Valley Advisor Group
    Newtown, PA
Previous Registrations
  • 2008-03-19 → 2017-11-16
    Newtown Wealth Management Inc.
    Newtown, PA
Other Businesses

Creative One (Investment related). Role - Fixed Insurance/Annuity Agent. Hours per week ~ 10; during market hours ~ 5

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-03-18
S63 Uniform Securities Agent State Law Examination 1993-12-22
  • S65 Uniform Investment Adviser Law Examination
    2008-03-18
  • S63 Uniform Securities Agent State Law Examination
    1993-12-22
Other Names
  • Jay D Thompson

View on SEC IAPD

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Other Offices

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