Jeffrey Paul Kolodjski

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

• 04/2012 → Present
  Lpl Financial Llc
  Mahtomedi, MN
• 03/2014 → Present
  Great Valley Advisor Group, Inc.
  Mahtomedi, MN

Other Businesses

1. 4/18/2012: Union Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 90%. 2. 7/16/2014: Great Valley Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 03/21/2014 - 5 Hours Per Month/0 Hours During Securities Trading - IAR. 3. 5/22/2015: JPK Financial, Inc. - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 11/04/2002 - 5 Hours Per Month/0 Hours During Securities Trading. 4. 2/18/2016: 12 Long Lake Road LLC - Investment Related - 12 Long Lake Road #5, Mahtomedi, MN 55115 - Real Estate Rental - Started 06/09/2015 - 4 Hours Per Month/0 Hours During Securities Trading. 5. 5/23/2016: U Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/25/2016 - 0 Hours Per Month. 6. 06/15/2016: Great Valley Advisor Group, Inc. - INV REL - 12 Long Lake Road #5, Mahtomedi, MN 55115 - Registered Investment Advisor DBA - U Advisors - Started 05/23/2016 - 1 Hr/Mo; 1 During Secs Trdg Hrs - I do not do any hourly consulting. I do not charge for plans. Although there is no legal entity, any needed 'ownership' information should be considered 50% myself and 50% Michael Dolezal (K04E). 7. 1/21/2021 - North Point Advisor Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2021 - 5 Hours Per Month During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-12-05