Paul Robert Jervey
Investment adviser representative at Great Valley Advisor Group, LLC
17 yearsExperience
1 stateRegistered in
$10.6BFirm assets
15 yearsFirm in business
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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
17 years in the industry.
- Jervey Genesis SolutionsMar 2021 to now
- Great Valley Advisor Group, LLCOct 2018 to now
- Genesis Wealth Management SolutionsOct 2018 to Mar 2021
- Diamond State Financial GroupJul 2009 to Oct 2018
- Minnesota LifeJul 2009 to Oct 2018
- Securian Financial Services Inc.Jul 2009 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (DE).
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
- 5470271
- Firm CRD
- 123913