Jared Steven Deutsch

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

• 07/2023 → 07/2025
  Massmutual Life Insurance Co
  Plymouth, MN
• 07/2023 → 07/2025
  Mml Investors Services, Llc
  Plymouth, MN
• 11/2010 → 12/2024
  Jd Insurance Services, Inc
  Eagan, MN
• 07/2025 → Present
  Lpl Financial Llc
  Woodbury, MN

Previous Registrations

• 2023-09-08 → 2025-07-02
  Mml Investors Services, Llc
  Plymouth, MN
  Minneapolis, MN
  Eagan, MN

Other Businesses

1- 07/25/2025/ Boardwalk Financial, Inc / Business Entity For Tax/Investment Purposes Only / Investment Related / Eagan, MN / Start date: 07/15/2025 2- 07/25/2025 / Clear Wealth Planning Solutions / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) - Start Date:07/15/2025- 160 hrs mth / 3 hrs during trading 3) 10/03/2025 - WealthCare Health - Investment Related - Insurance Agency - At Reported Business Location(s) - Start Date:09/15/2025 - 8 Hrs/Mth - 1 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2023-08-21

Other Names

• Jared Deutsch