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Kamali Chambers

Great Valley Advisor Group, LLC

Long Lake, MN

Berwyn, PA

CRD 7465795

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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:

Current Employers
Great Valley Advisor Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-19
MN RA APPROVED 2025-05-08
  • TX RA
    APPROVED
    Since 2025-05-19
  • MN RA
    APPROVED
    Since 2025-05-08

Branch Locations

Long Lake, MN • 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
Jahir Capital Golden Valley MN 05/2019 01/2020
Kamali Chambers Golden Valley MN 01/2020 12/2021
Student Golden Valley MN 08/2010 11/2021
Northwestern Mutual Life Insurance Company Milwaukee WI 12/2021 Present
Northwestern Mutual Investment Services Llc Minneapolis MN 01/2022 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 03/2024 Present
  • 05/2019 → 01/2020
    Jahir Capital
    Golden Valley, MN
  • 01/2020 → 12/2021
    Kamali Chambers
    Golden Valley, MN
  • 08/2010 → 11/2021
    Student
    Golden Valley, MN
  • 12/2021 → Present
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 01/2022 → Present
    Northwestern Mutual Investment Services Llc
    Minneapolis, MN
  • 03/2024 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
Other Businesses

1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES, OR INSURANCE BROKERAGE AGENCIES, NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, MEDICARE, ANNUITY, DISABILITY AND/ OR LONG TERM CARE INSURANCE PRODUCTS, NON INVESTMENT RELATED 2. Great Valley Advisor Group - RIA - investment-related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-24
S63 Uniform Securities Agent State Law Examination 2023-04-08
  • S65 Uniform Investment Adviser Law Examination
    2025-03-24
  • S63 Uniform Securities Agent State Law Examination
    2023-04-08
Other Names
  • Kamali Chambers

View on SEC IAPD

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