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Jonathan William Childs

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 2017-09-16
  • PA RA
    APPROVED
    Since 2017-09-16

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
The Prudential Insurance Company Of America Chalfont PA 11/2013 01/2017
Pruco Securities, Llc Chalfont PA 11/2013 01/2017
The Leaders Group Inc Littleton CO 01/2017 08/2017
Lpl Financial, Llc Doylestown PA 08/2017 Present
Great Valley Advisor Group, Inc. Doylestown PA 08/2017 Present
  • 11/2013 → 01/2017
    The Prudential Insurance Company Of America
    Chalfont, PA
  • 11/2013 → 01/2017
    Chalfont, PA
  • 01/2017 → 08/2017
    The Leaders Group Inc
    Littleton, CO
  • 08/2017 → Present
    Lpl Financial, Llc
    Doylestown, PA
  • 08/2017 → Present
    Great Valley Advisor Group, Inc.
    Doylestown, PA
Previous Registrations
Other Businesses

1. 8/31/2017 - NAUTIC FINANCIAL GROUP, LLC - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Started 3/26/2012 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - Group life, accident, critical illness, disability; individual life, accident. 2. 8/31/2017 - NAUTIC FINANCIAL GROUP, LLC - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 2/1/2012 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 3. 9/6/2017 - Great Valley Advisor Group, Inc. - DBA: NAUTIC FINANCIAL GROUP, LLC - Investment related - At reported business location(s) - Registered Investment Advisor DBA - start 2/1/2012 - 160 Hours Per Month/8 Hours During Securities Trading - Time spent 100% - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in September 2017. 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. 4. 9/6/2017 - GREAT VALLEY ADVISOR GROUP, INC. - Investment related - At reported business location(s) - Registered Investment Advisor Hybrid - start 8/31/2017 - 25 Hours Per Month/8 Hours During Securities Trading - Time spent 15% - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in September 2017. I expect to spend approximately 25 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. 3/26/2018 - New Perspective Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/15/2017 - 160 Hours Per Month During Securities Trading - Individual and Group Life/Disability/Accident. 6. 4/6/2018 - New Perspective Financial Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/13/2018 - 600 Hours Per Month During Securities Trading. 7. 4/24/2018 - Great Valley Advisor Group, Inc. - DBA: McNamara Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 03/12/2018 - 120 Hours Per Month 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 Sept 2017. 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. 8. 02/22/2019 - Beneco - Investment related - At reported business location(s) - Non-Variable Insurance - start date:01/07/2019 - 3 hours/mo - 3 hours during trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-19
S63 Uniform Securities Agent State Law Examination 2014-03-03
  • S65 Uniform Investment Adviser Law Examination
    2015-05-19
  • S63 Uniform Securities Agent State Law Examination
    2014-03-03

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