Jared Ray Krog
Investment adviser representative at Great Valley Advisor Group, LLC
16 yearsExperience
2 statesRegistered 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
16 years in the industry.
- Great Valley Advisor Group, LLCJul 2022 to now
- LPL Financial LLCMay 2022 to now
- Northwestern Mutual Wealth Management CompanyApr 2017 to May 2022
- Northwestern Mutual Life Insurance CompanyApr 2013 to May 2022
- Northwestern Mutual Investment Services, LLCJul 2010 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
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
- 6029252
- Firm CRD
- 123913