James Otto Shoup
Investment adviser representative at Great Valley Advisor Group, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Great Valley Advisor Group, LLCMar 2025 to now
- Prepared Retirement Institute LLCNov 2020 to now
- Financial Strategies Advisory LLCAug 2018 to Apr 2024
- Geneos Wealth Management IncAug 2018 to Apr 2024
- Brinker CapitalOct 2006 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (PA).
Great Valley Advisor Group, LLC
$10.6BAssets managed
37,014Clients
187Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4925775
- Firm CRD
- 123913