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Benjamin Joseph Johnson

Great Valley Advisor Group, LLC

Berwyn, PA

Mahtomedi, MN

CRD 7557949

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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
MN RA APPROVED 2025-09-10
  • MN RA
    APPROVED
    Since 2025-09-10

Branch Locations

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

748 Wildwood Road, Mahtomedi, MN 55115 • 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
S Capital Wealth Advisors, Llc Dba Yes Wealth Management Mahtomedi MN 10/2021 06/2023
Minneapolis Police Department Minneapolis MN 09/2014 05/2021
Medical Leave Mahtomedi MN 05/2021 10/2021
North Point Advisor Group Mahtomedi MN 09/2025 Present
Heritage Embroidery Stillwater MN 10/2004 Present
  • 10/2021 → 06/2023
    S Capital Wealth Advisors, Llc Dba Yes Wealth Management
    Mahtomedi, MN
  • 09/2014 → 05/2021
    Minneapolis Police Department
    Minneapolis, MN
  • 05/2021 → 10/2021
    Medical Leave
    Mahtomedi, MN
  • 09/2025 → Present
    North Point Advisor Group
    Mahtomedi, MN
  • 10/2004 → Present
    Heritage Embroidery
    Stillwater, MN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-23
  • S65 Uniform Investment Adviser Law Examination
    2022-06-23
Other Names
  • Ben Joseph Johnson

View on SEC IAPD

Nearby Firms

ELLIS INVESTMENT PARTNERS, LLC
CREATIVE PLANNING
TRINITY WEALTH MANAGEMENT, LLC

Nearby Investors

Nicholas Woo-Hsiung Sun
JENNIFER ANN GARRETT
CHRISTIAN GRUDE

Nearby Offices

ELLIS INVESTMENT PARTNERS, LLC · BERWYN, PA
GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA

More in Berwyn, PA

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